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July 17, 2026 in
Owning It on Purpose
A companion to "The Concentration You Cannot See". Having seen how much of a typical portfolio quietly leans on artificial intelligence, the...
July 4, 2025
Investment Strategy Quarterly – July 2025: Back to the Future
The latest Investment Strategy Quarterly considers the complexities of today’s markets while drawing insights from the past. This edition includes the historic and current impact of tariffs, asks if the US still holds its safe-haven appeal for investors, and examines energy costs and AI. Closer to home, we take a look at Labour’s first year in office.
Featured in this issue:
- Trade Talk and Tariff Truths
- Has the US Lost its Safe-Haven Appeal?
- Q&A: Rumours of the Dollar’s Demise are Exaggerated
- Mixed Fortunes After The Labour Party’s First Year In Office
- Section 899 Has Been Struck Out Of The US One Big Beautiful Bill Legislation
Investment Strategy Quarterly – July 2025: Back to the Future