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    How the third quarter of 2021 shaped up

    After every quarter, our investors are sent a full breakdown of their portfolio’s performance over the three month period. The quarterly report also features insight from our portfolio managers on the economic trends that defined the quarter.  It’s an important part of our service, particularly when the mood in the markets shifts or major new […]

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    UK Comment: The jury is in

    What are we talking about? UK rates are set to rise soon – probably this year. The governor of the Bank of England, Andrew Bailey, took to the weekend press to tell everyone that the Bank “will have to act” against inflation. It’s the latest in a series of remarks about inflation that we’ve heard […]

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    What an SRI portfolio includes and excludes

    As a wealth manager, we’re constantly tuned into the demands of our customers, as well as broader trends in personal finance. One of the biggest, most important trends of the last few years has been Socially Responsible Investing (SRI), which focuses on putting investors’ capital to use for the betterment of society and the environment.  […]

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    We’ve rebalanced our portfolios

    The story of the year so far has been one of strong growth in financial markets, aided by accommodative policy from the central banks. It’s been a positive period for our portfolios too. Despite the perception of some signs of slowing global growth following the massive post-pandemic rebound, we believe the outlook for next year […]

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    Policy Comment: Transitory Inflation?

    What are we talking about? There’s a lot of discussion among financial analysts about inflation. Quite often the question is – will it be transitory, as Central Banks have generally argued, or rather more sticky? The answer can have important implications for the price of financial assets. Does it Matter? We’d argue that what really […]

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