24/11/2021 Research Shifts & Narratives #12 - ESG is not a given, the battle for... ESG (environmental, social, and governance) investing has been making news headlines recently.
1/10/2021 Portfolio Strategy Shifts & Narratives #9 - Adapting equity portfolios to a re... The return of inflation is clearly one of the top themes of 2021 and the post-pandemic economic revival.
16/09/2021 Economy & Markets Shifts & Narratives #8 - Post-summer check-up on the regime ... Investors have enjoyed stellar performances over the last twelve months. A 60/40 traditional global equity/bond portfolio returned around 19% on a one-year...