What we think

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

The Benefits of Portfolio Discipline

The Benefits of Portfolio Discipline

Being disciplined and sticking to rules is something that we have been encouraged to do throughout our whole lives. The coronavirus pandemic and resulting government rules have only increased the number of rules and regulations we must now follow. Sticking to these...

The Power of Alternatives

The Power of Alternatives

Benjamin Graham, the grandfather of modern investment theory, talked of two asset classes forming the basis of an investment portfolio: equities and bonds. In recent times, however, this has expanded to include several more, one of which is ‘alternatives’. What are...