Client ServicesAug 31, 20213 minCOVID- The long Goodbye…The Delta variant- what is the impact on markets? Like the short sharp jab of a vaccine needle we keep this month’s lead article short...
Client ServicesAug 17, 20215 minThe Return of the Hippies as Asset Managers.“The end of the world is nigh” The end of the world is nigh, unless we let the hippie generation (now decision-makers as asset managers...
Client ServicesAug 17, 20217 minThe Goalie is asleep- who defends?Defensive Assets- The Goalie is asleep- who defends? KEY TAKE-AWAYS: The “risk free rate” is a theoretical concept as there is always...
Client ServicesAug 17, 20216 minThe Big Fat US Equity MarketAsset manager “herd” – overweight OR underweight? KEY TAKE-AWAYS: The US represents 42.64% of global stock market value. China is the...
Client ServicesAug 17, 20214 minA red wine view of the Inflation fear index.Inflation- the silent killer of your wealth. KEY TAKE-AWAYS: Between Feb and March 2021 the purchasing power of the USD eroded in half 15...
Client ServicesAug 17, 20215 minNEWSLETTER- A herd in the same direction?March 2021 Voices Within The Herd: A herd in the same direction? Reflation? Deflation? Inflation? For inexperienced investors, it’s...