Why traditional safe havens might not work

Why traditional safe havens might not work

“The only free lunch in investing” is how Professor Harry Markowitz, Nobel Prize winner and creator of modern portfolio theory, described diversification back in 1952. The idea of effective diversification is based around the assumption that some assets will be...
How investors can do well by doing good

How investors can do well by doing good

This article is not going to be political. As a firm, we have always been proponents of the idea that politics and market forecasts do not mix. However, we know that some of our clients wish to express their beliefs and hopes for the future in the way they allocate...
Tips for advising the ‘sandwich’ generation

Tips for advising the ‘sandwich’ generation

About a year ago I came across the term the ‘sandwich generation’ and while it sounds like a demographic devoted to devouring all manner of things between two slices of bread, the Wikipedia definition is as follows: A generation of people, typically in their thirties...