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Weekly Digest

Examining Equity market investments

How does Weekly Digest help investors?

Each week "Weekly Digest" focuses on a single investment related topic that is likely to influence your investment portfolio outcomes.

"Weekly Digest" is written by top level investment fund managers and therefore provides clues to the issues that they themselves are addressing in constructing client mandates and portfolios.

The insights provided are invaluable for investors to understand and rationalise the investment world around them.

If you subscribe to the FREE Weekly Digest we are certain that it will benefit your own research and help shape your own investment decisions.

Market SnapshotsJune 29 2020


  • Global reported cases of Covid-19 passes 10 million with over 500k deaths.

  • IMF revise outlook on global economy: now forecast a -4.9% contraction vs -3.0% previously.

This weeks edition"TISATAAFL"by Andrew Hardy, CFA

Not that there aren’t enough acronyms flying around the investment world already, but today I will reference a lesser known one – only to debunk it.

TANSTAAFL: “there ain’t no such thing as a free lunch”.

The etymology is uncertain, but the principle is intuitive; there aren’t many things in life that come for free without some form of cost, be it direct or indirect, explicit or implicit.

However, there is one (and only one) in finance – diversification. Most famously highlighted by Harry Markowitz, Nobel Laureate and pioneer of investment theory, this has underpinned several decades of progress towards building more sophisticated, more resilient approaches to portfolio management.

Market Indicators

The equity market analysis documents below present the views of award winning discretionary fund managers Momentum Harmony & TAM Asset Management.

Each of the pdf files provide insight to the fundamentals that each manager considers when constructing client portfolios.

You will discover that the depth and breadth of research each of the fund managers undertake in aligning portfolio risk to that of the fund mandates is extremely extensive and just one of the reasons why such portfolios should be considered as a clients core holding.




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