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...

An allegorical text offers the reader a report with 2 possible meanings. In some ways, we identify an overlap with signals emitted by...

'The global transportation sector is a major polluter and in 2021 produced more than seven billion metric tons of carbon dioxide (GtCO2)....

Of course, appearances are often deceiving and beneath a seemingly quiet exterior, complications, dangers, and opportunities can lurk....

Rapid urbanisation is a megatrend that impacts the economy, society, and the environment. Urbanisation is essentially the population...

Markets continued their brighter performance during April pleasing investors with more green than red on valuation statements for the...

At the beginning of the month Federal Reserve board chairman Jerome Powell was sufficiently unhappy with progress the Fed was making in...

Investment Update The road to Damascus is never a straight line – this seems particularly true when it comes to economics and investment...

It dawned on us when walking between meetings in London recently, that we are now five years old, and therefore we really ought to write...

Investment Update Recession warnings and a rising stock market seem at odds with each other – our latest update seeks to unpack this...

Back to long-term investing The purpose of this article is to provide the freedom to “zoom-out” and look a little further towards the...

An understanding of the economic and investment environment in which we operate is super critical to investing success and perhaps has...

Central banks remain squarely focused on their mandate for controlling price stability (inflation) and employment.

A mixed asset portfolio should offer the ability to create a sensible yield and protect long term capital within a tolerable risk framework.

August used to be a quiet time with holidays taking centre stage. Not so in 2022, with some notable moves in markets.

The mighty US economy slipped quietly into a technical recession in July following 2-consecutive quarters of GDP contraction.

There are decent emerging signs on the horizon in terms of longer dated interest rates and fixed income and overall equity market valuation.