interest rates

At the start of each calendar year, we like to take the time to identify what themes & opportunities (T&Os) have the potential to contribute to performance for the...

When I look back on 2019, I think the big lesson we learned and the big lesson all equity investors should learn is that interest rates really, really matter. 2019 was...

Has it really been 20 years since Y2K fears gripped global markets? To combat the turn of the century and fears around potential technology issues (as computers...

Warren Buffett describes interest rates as the ‘gravity’ for stock prices, thus when rates are high, stock prices should be lower; and when rates are low, stock...

One thing that investors cannot ignore in 2020 is the risk of recession and a potential fall in interest rates. We consider that interest rates are a sound proxy for...

Today I write that while there are reasons to be optimistic about the next 12 months, being psychologically fractured in your thinking is no less important. More...

Adaptation is necessary when an environment becomes less favourable. So, as the global outlook assumes a gloomier cast, we believe investors should look beyond the...

It is said that equity bull markets “climb the Wall of Worry”.. The third quarter of 2019 is an excellent example of exactly that. As the wisdom also goes, “there are...

Approximately 30% of all bonds traded globally, have negative yields. Buy a bond with a negative yield, hold it to maturity, and you will lose money. It is one of...

There have been four events in the past few weeks that are cause for concern: Quant Quake 2.0: Over the first ten days of September, Momentum stocks traded down...