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Why you should avoid investment concentration

As an investment platform we serve thousands of different investors with myriad different strategies. We have clients that take a global approach to portfolio construction, those that prefer to base…

20 April 2023

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Why investors need to start thinking thematically

According to data published by S&P Dow Jones, over the last 10 years, the vast majority of large‑cap, mid‑cap, and small‑cap investment fund managers have underperformed their respective benchmarks.[1] To…

6 February 2023

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Why 2023 will be a big year for ETFs

ETFs have grown in popularity rapidly over the last few years, and there are no indications that this growth will halt any time soon. So what does the future hold?…

13 December 2022

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Why ETFs are a must‑have during volatile periods

Global financial markets have been particularly volatile in 2022. The fallout from Covid‑19 was made worse by Russia’s ongoing invasion of Ukraine, a combination of factors that has seen most…

13 December 2022

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What high inflation means for interest rates

If 2022 has been defined by one economic trend, it’s high inflation. Since the Russian invasion of Ukraine began in February, inflation across all major economies has been notably high, …

11 November 2022

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Selling during volatile periods can be costly

Since the beginning of 2022, markets have been going through a rocky patch. The fallout from the global pandemic, coupled with Russia’s ongoing invasion of Ukraine, has sent inflation soaring…

31 October 2022

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Managing stock market volatility

Investing in the stock market can often be a bit of a rollercoaster, with share prices rising and falling along over time, with the occasional sudden, alarming change in direction. …

25 October 2022

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