- Multi-Asset
Cashing in on Carbon Credits
17 Jun 2022 |
By Matt O'Leary
READ TIME 3 mins
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Multi-Asset
Back to all insights- Multi-Asset
Gold – An Investment and an Indicator
22 Apr 2022 |
By Matt O'Leary
READ TIME 4 mins
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Gold has been used as a store of wealth since 700 BC when Lydian merchants began producing gold coins. Since then, the world has changed dramatically and with it, the utility of gold. Gold however, can still be used to...
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In an environment where higher inflation is more sustained, protecting and then growing the purchasing power of capital becomes the focus of portfolio positioning. Equities are a claim on nominal growth and can therefore perform well in this environment, as...
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As an NFL enthusiast and Philadelphia Eagles fan, I’m well aware of the concept of “Time in Possession”, which is a statistic measuring the percentage of a game that a team’s offence has the ball. Time in possession isn’t necessarily...
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- Multi-Asset
Investing With Rising Interest Rates
23 Feb 2022 |
By Mason Stevens
READ TIME 6 mins
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The last 2-3 weeks have been overshadowed by geopolitical uncertainty regarding Russia-Ukraine unrest, whilst the spectre of higher bond yields and less financial market liquidity is continuing to influence markets. In the past 3 months we’ve seen what the prospect...
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- Multi-Asset
Sizing Investments Appropriately
21 Feb 2022 |
By Mason Stevens
READ TIME 5 mins
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There are only two ways to size an investment. You make money and wish you bought more, or you lose money and wish you bought less. While being flippant, what we’re saying is that we invest and choose each position...
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- Multi-Asset
The Current Equity to Bond Rotation
03 Feb 2022 |
By Mason Stevens
READ TIME 5 mins
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The recent decline in many global share indexes has been largely attributable to lower valuations and investment outflows. These outflows where from industry sector to industry sector, from one nation’s index to another, and between asset classes as well as...
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Today’s note culminates our aggregate market outlook for 2022, where we summarise our views for the global macro-economy. CY2022 is likely to be a starkly different year to 2020 or 2021, where there were generally one to three main drivers...
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Keeping Up with the Kardashians? The investing equivalent should be “keeping up with the property market”, where those born in the 1980s and 90s are finding our nation’s capital cities increasingly expensive and having to take more risk to just...
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