May, being Mental Health Awareness Month, provides a perfect opportunity to assess the current state of the market and identify potential symptoms of its existing imbalances and disorders. To do this, we must first conduct health checks on the market structure, its key players, and their motives, enabling a better
Recent years have demonstrated the flaws of a traditional 60/40 equity/bond portfolio. Such portfolios suffered one of their worst years on record in 2022, when accelerating inflation and rapidly rising interest rates proved a hostile environment for both global equities and global bonds. Download PDF
Since late February, the gold price has soared to new heights in nominal terms, trading at 2,349 dollars per troy ounce. There are various contributing factors including anticipated delays to rate cuts following stickier-than-expected inflation; rising geopolitical risks in the Middle East; and a weakening US dollar. The two biggest
Share repurchasing, commonly known as buybacks, entails a company repurchasing its own shares from the market, subsequently retiring, or holding them as treasury stock. This strategy diminishes the number of outstanding shares, thereby augmenting earnings per share (EPS) and the company's stock price, given constant or growing earnings. The efficacy
Global developed equities ended the first quarter strongly with both the US and Japan equity indices reaching all-time highs1. However, these gains were largely skewed towards the larger cap stocks. This is even more prominent in the case of the US market where a handful of mega cap stocks, namely
In recent years, the UK investment trust sector has found itself navigating through challenging times. Changes in regulations and the overall economic environment have made things tough. But despite these challenges, it’s important to remember why investment trusts are valuable, especially in terms of diversification and accessing long-term investment opportunities
I recently returned from a client trip to Asia, during which I visited Hong Kong for the first time. The ‘Fragrant Harbour’, to coin its literal name. From my short time there I found it to be a fascinating and vibrant melting pot of ‘East meets West’, with a can-do