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The Risk of Outperforming Markets

28 June 2023

On face value the US market is up this year so itโ€™s certainly a victory for the optimists but ask any portfolio manager about this market and they will tell you itโ€™s not been this confusing for a very long time - James Penney CIO of TAM Asset Managers warns about the inherent risks related to following the markets.

Identifying Investment Trends

28 June 2023

As with all equity styles or factors there are multiple approaches to investing, this article examines how to identify investment trends.

Contrarian Investing Dare To Be Different

20 June 2023

Learn why 'Contrarian investing' has witnessed remarkable success stories over the years.

Are property companies as safe as houses?

13 June 2023

Property has been anything but a safe bet so far this year. The outlook for property companies has improved relative to equities so far this year, and for that investors have been rewarded with a swing of almost minus 9% in performance. Counterintuitive to say the least.

Is China Too Big To Ignore?

16 May 2023

Is there a sentiment change occurring regarding investments into China since Covid? Francis Banzon-Kamara examines the challenges and opportunities in the new investment arena post Covid where the rhetoric is changing.

Not Using Medical Insurance Emergency Numbers Can Cost You Thousands

10 May 2023

A recent client claim in Nepal has, once again, raised the importance of why it's essential to use emergency telephone numbers from medical or travel insurance plan providers when disaster strikes - overlooking this small but crucially important requirement can have extremely serious and impactful financial consequences that can cost tens of thousands of dollars!.

This article examines a specific client claim to highlight key factors that all individuals need to be aware of.

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