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It might read a tad counterintuitive but make no mistake, recent events are arguably the most instructive, and bullish, we have seen for some time. And it has nothing to do with geopolitics (if anything, they continue to make the investing picture murkier), the direction of interest rates...

In recent years, we aimed to position portfolios with the intention of protecting against a stressed market environment.

A tale of gold, Bitcoin, and the US dollar.

In the early hours of 13 June 2025, Israel launched extensive aerial and covert strikes across Iran, targeting a wide range of nuclear, military, and energy personnel and facilities.

It’s been a remarkable month for financial markets which have experienced historic levels of volatility and a near-unprecedented V-shaped recovery, all in the space of about 21 trading days since ‘Liberation Day’! The ‘Liberation Day’ sell-off across both bonds and equities saw increased market...

It’s been a turbulent week across financial markets as investors, corporations, and policymakers were buffeted by US President Donald Trump’s ‘Liberation Day’ assault on global trade. Throughout the market volatility, we have steadfastly focussed on parsing macro, market, and political...

It’s been a turbulent week across financial markets as investors, corporations, and policymakers were buffeted by US President Donald Trump’s ‘Liberation Day’ assault on global trade.

In recent years, we aimed to position portfolios with the intention of protecting against a stressed market environment.

In recent years, we aimed to position portfolios with the intention of protecting against a stressed market environment.