What we think

Our insights and ideas on managing money and understanding the markets.

Economic and Investment Outlook Summary – 2024

Economic and Investment Outlook Summary – 2024

At the start of each year, our investment team puts aside time to read and dissect the investment outlooks from all the major banks and investment houses. Last year we shared a summary of the main forecasts and expectations (please click here to read the article)....

Endurance Investing

Endurance Investing

The overall return on a typical balanced portfolio over the last two years has been essentially flat despite significant swings in financial markets. Over this period markets have struggled with supply/demand imbalances, the war in Ukraine, double-digit inflation,...

Economic and Investment Outlook Summary – 2023

Economic and Investment Outlook Summary – 2023

At the start of each year, our investment team put aside time to read the investment outlooks from all the major banks and investment houses.  Historically, these outlooks and forecasts rarely accurately predict the major events and subsequent investment performance...

The Rise and Fall of the FTX Empire

The Rise and Fall of the FTX Empire

The cryptocurrency market has been thrown into turmoil over the last few weeks as FTX, one of the largest exchanges, collapsed. Though relatively small compared to traditional asset classes, cryptocurrencies are quite widely held. At its peak last year, the global...

Are financial markets predicting a recession?

Are financial markets predicting a recession?

Bond markets have sent a warning signal about the US economy's growth prospects, just as central banks try to combat rising inflation by raising interest rates and scaling back their open market operations. The market for US government bonds has historically been a...

Russo-Ukrainian War: Economic Implications

Russo-Ukrainian War: Economic Implications

On 24 February 2022, Russia launched a full-scale invasion of Ukraine. What started as Putin’s attempt to restore a geopolitical and strategic equilibrium between the East and the West has evolved into a severe war in, and for, Ukraine. Though Putin’s actions will be...