March 16, 2026
The World Order Keeps Shifting
Since our last commentary in December, financial markets have continued to navigate extraordinary complexity —…
March 7, 2025
Keep Calm And Carry On
Last month we noted that something very positive was occurring in the investment world, and…
April 18, 2024
The Pieces Fall Into Place
There is no one fact which usefully informs us right now. Rather we have a…
January 18, 2024
They Think It’s All Over
In late October financial markets came back from the brink of very sharp falls. Optimism…
October 13, 2023
And all at once Summer collapsed into Fall
In recent weeks you might have spotted scary headlines proclaiming that just ahead lies a…
May 5, 2023
The Great Unravelling; Yet Hidden Opportunities
This runs a bit longer than usual, but a lot has been happening. We will…
February 8, 2023
Mania Simmers, Risks Grow, Yet Opportunities Persist Too
In December 2022 we said: “If you took a strong view on markets in 2022,…
December 23, 2022
Winter Newsletter 2022
With 2022 coming to a close, it is time for our Winter newsletter 2022, including:…
December 7, 2022
Good Riddance To A Roller Coaster Year
This update runs longer than normal. There is a lot happening! 2022 has been a…
