A confluence of the business and debt refinancing cycles and some subtle electioneering from the US Treasury in the form of fiscal QE...

May proved a more positive month than April for risk assets. Notably, industrial commodities surged ahead with mainstream equities...

Overall, April marked further progress at portfolio level, although it must be noted that volatility made an unwelcome return.  In a...

The first quarter 2024 has been positive for investors in Alpha Beta Partners portfolios.  March witnessed some important milestones –...

Are the traditional areas of avoidance still fit for purpose? If responsible, principled driven investors still want to ‘do no harm’ do...

Portfolio performance proved positive again in February.  The hyperbolic nature of artificial intelligence inspired technology companies...

Some of us recall the sense of excitement into the 1999 year-end.  “Party like it's 1999” was the famous line from Prince’s number one...

At its core, portfolio optimisation is a statistical tool designed to maximise the trade-off between risk and return. A crucial factor in...

The new year began as the old year ended – with positive momentum from equity markets fuelled by the allure of lower interest rates ahead...

The past year has witnessed a massive explosion of interest in Artificial Intelligence (AI), not least driven by the hugely successful...

We wish readers a happy new year.  The much longed-for year-end rally pleased retail and professional investors alike and set the scene...

Set against the backdrop of a cooling developed markets economy, we were all encouraged to see risk assets performing strongly during...

October, so often the difficult month, delivered true to form this year. In October’s Investment Update we pointed to growing potential...

Taming inflation is proving to be a drawnout process, despite the sharpest interest rate rises in 40 years. The result has been a tough...

‘Net Zero Isn’t Possible Without Nuclear. Confronting climate change means acknowledging hard realities. The world can’t decarbonize...

Multi-asset portfolios, true to their name, are designed to achieve specific outcomes for clients- whether that’s generating total...

After a more challenging phase in August risk assets clawed back most of their losses by month end, based on signs of a moderating US...

Balanced-Income Portfolios: Navigating capital stability and growth with a steady dividend income stream Balanced-income portfolios (BIP)...

Unlocking the Rising Sun: Exploring the Appeal and Opportunities of the Japanese Stock Market :Executive Summary: Japan’s stock market is...

In the movies it can sometimes be difficult to determine accurately the difference between “the dark Lord” and the “shining white...