September 2023 | There is no Playbook
25th September 2023
There were broad equity losses in the first three weeks of August, followed by a rebound from the lows. However, at the time of writing (21/09/23) and post…
Author: Chris Metcalfe
September 2023 | There is no Playbook
25th September 2023
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Not Even the Mountains Live Forever
30th August 2023
In any given era of investing, intuitively, it can feel like the investing backdrop should remain, if not constant, then at least something approximating to it. History, however,…
July 2023 | Continued Turbulence
13th July 2023
Global equities have experienced a turbulent start to July, mirroring the volatility seen throughout the year. One week brings positive gains, only to be followed by broad market…
Japan: Back at the Table
29th June 2023
Japan has repeatedly failed to deliver on promises to reform, but it is showing signs of real change for the first time in over 14 years. The market…
April 2023 | The Key to Portfolio Stability
20th April 2023
Following the supposed ‘banking crisis’ in late March, market movements during April have reflected a further easing in concerns over the banking sector. There has been no real…
American Exceptionalism
29th March 2023
The term “American exceptionalism” can be traced back to 1840. However, it wasn’t until a century later that the expression started to be more widely used in reference…