September 11, 2026 in
Who Is Really Paying for the AI Boom?
We have written before about how concentrated an ordinary, diversified portfolio has quietly become in a handful of very large technology companies,...
June 1, 2022
The fifth month of 2022 showed more gains than losses for the average investor. Whilst the tragic events in Ukraine continue, a good proportion of equity and bond investments made returns.
Focusing on what will happen next and identifying possibilities remains crucial for any investor. Even with increased volatility and uncertainty, opportunities should not be ruled out. Big problems, after all, can lead to big changes too.
Five Months Into The Year – Click here to read the Monthly Market Commentary
September 11, 2026 in
We have written before about how concentrated an ordinary, diversified portfolio has quietly become in a handful of very large technology companies,...
August 26, 2026 in
For the better part of fifteen years, a UK government bond was a wonderfully calm thing to own. Interest rates had settled at levels not seen for...
March 10, 2026 in
Inflation has cooled meaningfully from the peaks of the last two years. That is good news, and it is clearly visible in the headline numbers across...