defensive investing

Three years ago, an unassuming corner of the market was experiencing a multi-trillion-dollar crisis, now known as the 2019 Repo Market Crisis. The plumbing of our...

Investors traditionally flock to defensive asset classes like fixed interest in volatile and inflationary markets, but equities might offer a better defence. It just...

With the share prices of tech stocks having cratered in recent months, there are perhaps few more opportune times than now to revisit the important difference between...

Despite the best attempts of forecasters, it's impossible to accurately predict how the market will respond to a company’s earnings. However, Spatium Capital's...

In a world of short attention spans and instant gratification, few people have been shocked by the speed of the recovery since the March 2020 dislocations. The...

Times are tough for investors or advisers looking to add value through a defensive portfolio. Defensive, or income assets, aim to provide income rather than capital...

Gold is in a sweet spot; in our view, this could be an opportune time to invest into those companies that benefit from the rising gold price, its miners. Gold prices...

The origin of the term "frothy" - in an investment context - is disputed, but many attribute it to Alan Greenspan. The former Chairman of the US Federal Reserve is...

Hard-bitten infrastructure investor Jonathan van Rooyen, co-founder of unlisted infrastructure fund manager Invest Unlisted, kicked off a recent interview with a...

Given the relatively minor drawdown in equity markets recently, there seems to be a surprisingly large number of dislocations appearing in global financial markets. ...