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Fahad Hassan
Sep 23, 20212 min read
Bogeymen, blunders and black swans
The last few months has seen an escalation in equity market volatility. The delta variant, concerns about Fed tapering and China’s policy...
Victoria Hayes
Sep 13, 20213 min read
Under the Hat: 'Flation. Which sort and does it matter?
One of the many “known unknowns” circulating the planet is the direction, magnitude and longevity of inflation. Another known unknown is...
Fahad Hassan
Sep 7, 20212 min read
September Comment: Never been better, but you wouldn't know it
The summer months have been kind to the global economy with much of the world seeing a surge in activity. The delta variant continues to...
Fahad Hassan
Aug 5, 20213 min read
August Comment: Delta spreads, profits surge and China clamps down
The Delta variant appears to have given COVID-19 a new lease of life. Just as the developed world was set to relax restrictions, new...
Charlie Parker
Jul 8, 20213 min read
July Comment: are we nearly there yet?
Over a year ago as the world moved into the isolation of the pandemic, we offered a simple thought for investors to remember. We wrote...
Victoria Hayes
Jul 7, 20213 min read
Picks and shovels
Gold rushes always inspired the masses to head west, in the case of Americans and Canadians, to get rich quick. Some of them did, but...
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