Stay focused on your objective

Stay focused on your objective

With the focus very much on short term issues in the UK and US, we believe investors are missing key longer-term implications being highlighted in government bond markets. Government bond yields around the world have continued to fall even whilst economic growth has...
Negative rates: it’s a looking glass world

Negative rates: it’s a looking glass world

The period in which we live is drenched in contradictions; political, economic and financial. The poor old White Queen has been dragged from the pages of Through the Looking Glass to declaim on believing “six impossible things before breakfast” more times than we can...
Beware the noise

Beware the noise

Over the last few days, the news has been largely negative – from the rising risks of a no-deal Brexit to Boris Johnson’s suspension of parliament and a falling sterling. We have highlighted many times before that the noise created by political events must be blocked...
Small can be beautiful?

Small can be beautiful?

Boutique investment firms have become increasingly more attractive in the wealth management marketplace in recent years because their managers, who often have left larger, more- traditional work environments, tend to have a great passion for markets and investing....
A price for everything

A price for everything

It is often written that “uncertainty creates opportunity”. While this sounds trite, it is nevertheless true. Uncertainty can create opportunity through low prices. All investors know that Brexit has effected the UK equity market negatively; this is not however a one...