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What Lies Beneath - Further Insight To The Passive Vs Active Investment Debate


22. December 2020

Looking back on this year, professionally and personally, I think few would say it’s been a forgettable one. The herculean strength in the stock market couldn’t stand in greater contrast to the very real pain being seen in households.

In one part, myself and TAM are elated to have been able, for almost all clients, to make back 100% of the losses sustained after that record breaking sell off in Q1. But also, in the last couple of months, see clients posting gains for the year.

What Is A Sustainable Investment Management Strategy?


16. December 2020

Sustainable investment management appears to be the new buzz term, but what does it really mean?

Surely, we have always wanted a sustainable investment management strategy i.e. investments that endure for the long term and deliver a sustainable return. But is there more to sustainable investing these days?

The Battle For The Senate In 2021


07. December 2020

Whichever political party, Democrat or Republican, wins the Senate elections double vote in Georgia in January 2021 will hold the power to control the US Senate, thus enabling them to vote down or vote through any and all US legislation and in turn define Joe Biden’s 4 years in office.

What will negative interest rates mean for investors?


25. November 2020

With the dawn of negative interest rates looming, clients sitting in cash may need to reassess their investment strategies if they wish to avoid value erosion.

A Generational Opportunity For Commodities?


20. November 2020

Many believe there is real potential for raw commodities, or “raw materials” in 2021.

Most who cut their teeth in 2008 know there is a relationship between the printing of money (and thus its debasement), and the subsequent attractiveness of real world assets such as raw materials.

Climate Change And ESG Investing


18. August 2020

Assets under management in funds that abide by environmental, social and governance (ESG) principles have surpassed $1 trillion for the first time on record, according to data compiled by Morningstar.

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