Uncertainty

Wealth compounds over the long term. When investing, we do so under considerable uncertainty, and sound risk management strategies are necessary to ensure we generate...

It’s human nature that we tend to favour certainty in the stock market. But times of heightened uncertainty can lead to great opportunities for investors who position...

In a followup to our last wire on lessons from 2020, Andrew Baume and I discuss some of the challenges for investing when everything is so expensive. Investors find...

Many of us are struggling to make sense of the world at the moment. It seems to lurch from crisis to crisis. Governments are changing policies and economic responses...

As the world grapples with COVID-19 and the worst economic downtown since the Great Depression, global stock markets surpass all-time highs. These conflicting...

Donald Rumsfeld famously called them ‘known-unknowns’ - things we sense are important but don’t fully understand and cannot predict. Bob Dylan put it well, too, when...