Insights

Monthly Market Commentary March 2020

“Many intelligence reports in war are contradictory; even more are false, and most are uncertain” – Carl von Clausewitz In times of uncertainty you start with the facts and move on from there. Pan-European equities fell over 8% on the …...

Monthly Market Commentary February 2020

“Many intelligence reports in war are contradictory; even more are false, and most are uncertain” – Carl von Clausewitz In times of uncertainty you start with the facts and move on from there. Pan-European equities fell over 8% on the …...

Investment Strategy Q1 2020

As someone who needs glasses, I know firsthand that 20/20 vision and the ability to experience the beauty and clarity of life is amazing. As we embark on the start of a new year, clarity and foresight is exactly what … Investment Strategy Q1...

Investment Strategy Quarterly

Celebrating the 25-year anniversary of the Academy Award-winning movie Forrest Gump, we revisit many of the movie’s themes which remain relevant in today’s world. Forrest Gump’s mother always said that “Life was like a box of chocolates.” This...

One Of Those Months

With ‘fast fashion’ being so prevalent in today’s world, perhaps we should not be surprised that Oscar Wilde’s dictum looks a little slow as the world only racked up four successively positive months before a reversal. May 2019 will not … One...

Financial markets: never easy but always fascinating

Thinking about everyone’s favourite subject, it was striking to read that a well-known UK consumer confidence index indicator released in the last few days was flat for the third month in a row, with an accompanying write-up that included the...

10 Years Bull Market Reckoning with Records

Despite numerous headwinds, 2019 is gearing up to be a celebratory year with record-breaking achievements on many financial and economic fronts. In particular, in the United States we just toasted the S&P 500 as it celebrated the ten-year...

Searching for believers

Welcome to March, a time in the past when I have gone all Shakespearean in my written musings and quoted the famous words imagined uttered to Julius Caesar before his assassination. It looks as if the Ides of March (typically … Searching for...

Feel Good

If anyone out there was predicting that January 2019 would be the strongest performance month for global equity markets in over seven years, I would be grateful if they could be pointed out to me as I would like to … Feel Good Read More »...
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