Lizards versus reasoners in financial markets

Lizards versus reasoners in financial markets

In December 2018 US equities fell by 16%. On Christmas Eve alone, they lost 4%. Little had changed in the global economy over the past month – but investors turned negative in droves. After Christmas and through the first two months of 2019, the US equity market rose...
How to tap into India’s digital revolution

How to tap into India’s digital revolution

GAM Investments’ Tim Love believes Indian equities could reap the benefits of Prime Minister Narendra Modi’s push to digitise the Indian economy, as its vast population gains greater access to credit and the e-commerce economy. India’s government and central bank are...
And the winner is…simplicity!

And the winner is…simplicity!

  “The measurement of achievement is not winning awards. It’s doing something that you appreciate, something that you believe is worthwhile!” Julia Child, chef and author   I have to confess that Julia’s thoughts resonated with me last week as Tacit was shortlisted...
Out of uncertainty comes opportunity

Out of uncertainty comes opportunity

The past year has been difficult for investors as asset values have been buffeted by increasing interest rates in the US and political tensions, be they trade wars between the US and China, Brexit or the populist election win in Italy. For us, although the political...
Women are not a niche market!

Women are not a niche market!

The theme for this year’s International Women’s Day was #BalanceForBetter with an array of events held across the globe celebrating women, while also highlighting the challenges and inequalities women face. One of these challenges is to get women to engage with the...