Market Update | Are We Nearly There Yet?
17th October 2022
The most significant factor driving asset prices over the last three months has been stubbornly high and, in many cases, still rising inflation. In fact, US Core inflation…
Market Update | Are We Nearly There Yet?
17th October 2022
The most significant factor driving asset prices over the last three months has been stubbornly high and, in many cases, still rising inflation. In fact, US Core inflation…
Intra-Quarter Fund Changes
27th September 2022
Most fund changes made to the IBOSS portfolios are effective from the first day of August, November, February and May. There are times, however, when we feel it…
Why China, Why Now?
27th September 2022
China has investors scratching their heads. Is it better to sit it out, or are valuations so low as to make it an opportunity not to be missed?…
Market Update | The Emergence of New Winners
20th September 2022
During August, equity returns were broadly positive, with the outperformers being several emerging markets, most noticeably Latin America and India. In contrast, the two most significant underperformers, which…
Looking Through the UK’s Doom and Gloom
30th August 2022
Headlines over the past weeks and months have been filled with nothing but doom and gloom. After listening to a media commentator this morning (30/08/2022) effortlessly move from…
Market Update | The Next Pivotal Point
13th July 2022
Both bond and equity markets have continued to struggle in 2022. June was an exceptionally weak month, as a higher-than-expected US inflation print led to risk assets selling…