Gone to Look for America
19th April 2022
The Financial Times‘ Asset Allocator writer David Thorpe is joined by Chris Metcalfe, co-founder and Chief Investment Officer at IBOSS to discuss whether the US is now cheap…
Author: Chris Metcalfe
Gone to Look for America
19th April 2022
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The Dangers of Investing Using the Rear-view Mirror
21st March 2022
Genuine inflection points in markets occur relatively infrequently, but when they do, investing via the rear-view mirror could lead investors into making some extremely poor decisions and at…
Market Update On Demand | Ukraine Crisis
7th March 2022
Unfortunately, as we have all seen, the news is currently dominated by the terrible events in Ukraine. The unprovoked Russian invasion is causing some truly appalling scenes, and…
Market Update | Ukraine Invasion
1st March 2022
Markets were dominated last week by the Russian invasion of Ukraine, but of course what is of considerably more importance is the human tragedy that Putin’s actions have…
Market Update | Brave New World
11th February 2022
The drivers behind the performance of both bonds and equities changed at the end of November 2021, and it all hinged on the inflation outlook. In a few…
China’s Resolve
25th January 2022
In January, it’s not unexpected to be inundated with outlooks for the rest of the year. However, while views on what will happen with inflation and interest rates…