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16 APRIL 2024

It's the little things that count

Stephen Nguyen

"We believe the best way to gain exposure to small caps, and to manage some of these risks, is to invest via third-party, experienced, active managers who can be more selective in constructing portfolios.”

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9 APRIL 2024

Weathering storms and building trust

Gabby Byron

"UK investment trusts might be facing some tough challenges, but we remain advocates of their vital roles in multi-asset portfolios.”


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26 MARCH 2024

Where has the 'greenium' gone?

Charles Thomson

“Buying a green bond with zero ‘greenium’ could be termed an ‘ESG arbitrage’ with future expected outperformance as the ‘greenium’ returns.”


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19 MARCH 2024

Has the US labour market turned a corner?

Richard Stutley

“Different definitions mean individuals fall in and out of certain categories at different times, which serves to reduce the usefulness of any one labour market indicator.”

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12 MARCH 2024

The quiet investor

Gary Moglione

"There are invaluable lessons to be learned from Ronald Read's life and investment choices."



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5 MARCH 2024

Leaping over leap days

Lorenzo La Posta

"The less you know, the more you think you know."




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27 FEBRUARY 2024

(il)Liquidity of property

Jackson Franks

"It is critical that any investor in the real estate sector understands and appreciates the illiquid nature of the underlying asset class."


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20 FEBRUARY 2024

MOVErs and shakers

Alex Harvey

"Our time-tested asset allocation process revolves around longer-term relative value opportunities. But when the market MOVEs, you need to MOVE with it."


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13 FEBRUARY 2024

China is on the move

Matt Connor

"Chinese EVs can be much cheaper than their Western counterparts giving them a route to increasing market share in Europe and the US "



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06 FEBRUARY 2024

The fragility of trust

Richard Parfect

"It is probably fair to say that no fund manager is as good as he/she is held up to be nor as bad as they might be accused of being."



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30 JANUARY 2024

The Trump spectre looms large

Grégoire Sharma

“With over nine months to go until the elections, it is still much too early to act on the back of such assessments. However, we ought to guard against complacency and simply relying on historical precedent to position portfolios as we get closer to the elections."

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23 JANUARY 2024

Big isn't always beautiful

Mark Wright

"The new financial ‘Whizz Kids’ of Wall Street had allegedly unlocked the secret to ever increasing financial returns from very little capital. The truth is, the sectors represented by the biggest companies has varied greatly over time, from transport to energy and communications."

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16 JANUARY 2024

A quandary from McQuarrie

Tom Delic

"While the odds remain in favour of equities outperforming bonds over long time periods, it cannot be assured, and the possibility of being in an unlucky generation of equity investors should not be discounted."


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09 JANUARY 2024

New Year. New me.
New you. New US?

Jade Coysh

"Is this the year where US equities fall behind?
Well, who knows! but there are pockets of value in the US equities universe and it’s important to maintain exposure, especially if you can select the right fund managers to navigate the course".


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NOVEMBER 2023

Global Matters Monthly
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OCTOBER 2023

Global Matters Monthly
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SEPTEMBER 2023

Global Matters Quarterly
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AUGUST 2023

Global Matters Monthly
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June 2023

Global Matters Quarterly
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MAY 2023

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MARCH 2023

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FEBRUARY 2023

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JANUARY 2023

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