We have been conducting a comprehensive review of our investment portfolios in terms of comparison, composition, selection and performance. This review has been made against benchmarks and alternative managers. We wish to share with you our thoughts on how we…
Read more...
We have been enduring a particularly difficult period in both equity and credit markets. Market concerns have moved from Covid 19 and onto the Ukrainian crisis. The eyes of the world are now on Ukraine and its brave people. Prior…
Read more...
The first two months of 2022 have been challenging ones for investors. The US Federal Reserve’s December announcement on the reversing of their US$120bn per month quantitative easing programme to end by April and that this tapering will be followed…
Read more...
The investment outlook has changed over the past few weeks which has led to major global markets falling in value. The US tech company index the NASDAQ has lost -12% over the past month. These falls have not been the…
Read more...
EDITION 36 PORTFOLIO SELECTIONS 2021 has been a remarkable year for investment with as much happening that both supports and undermines market confidence. We started 2021 with President Biden Democrats winning the Georgia State Senate run-off election and with-it overall…
Read more...
The eurozone economy has outperformed expectations as it grew by 2.2% in Q3, matching the previous quarter. This leaves the level of economic activity just 0.5% below its pre-pandemic peak, meaning that the recovery in GDP should be complete this…
Read more...
China has taken action designed to limit the power of major internet providers. This regulatory tightening in the summer sent some jitters through markets. This shift in regulation was to support a more common prosperity by limiting the profits of…
Read more...
The Nikkei 225 index saw significant growth at the end of 2020 but has achieved little in 2021. Despite the flatlining look of the index’s performance this year to date, Japanese corporate earnings momentum remains strong. There are many good…
Read more...
Back in 2013 emerging market economies were hurt by the Federal Reserve’s action to reduce the rate of its post financial crisis QE. This sent stock markets and foreign currency values into correction territory. Today as the current Fed confirmed…
Read more...