01 Jun Just a few stocks drive market returns
It is sometimes easy to forget that when markets rise and fall, we are looking at this through an aggregated, market-capitalisation weighted lens....
11 May Active vs Passive
Active outperforms passive – possibly ‘fake news’...
13 Apr Lessons from a Legend
The investment management industry loves its legends and there is none bigger than the nonagenarian ‘Oracle of Omaha’ Warren Buffett, CEO of the US-listed firm Berkshire Hathaway...
24 Mar The Budget Newsletter - March 2023
It may not have seemed like it, but the Budget on 15 March 2023 was the first in almost seventeen months....
17 Mar Lessons from Silicon Valley Bank’s demise
What can we learn from the recent failure of Silicon Valley Bank to help us next time something like this happens?...
02 Mar Avoid predicting the unpredictable
Each year, investors face a barrage of commentary and speculation from the financial press about which stock, sector or country is set to do well in the coming months....
10 Feb When being cautious can lead to more risk
When it comes to making assumptions about a distant future, caution is generally a good thing. However, there are situations in which being cautious can actually result in more risk....
27 Jan The error of reacting to market falls
Being an investor is never easy because, as humans, we tend to live in the moment responding to our emotions, the environment around us and the circumstances we find ourselves in....
05 Jan Costs Matter
The statement that investment costs matter should not come as a surprise to most investors. It is remarkable, though, just how relaxed some investors are about the costs associated with their investments....
01 Dec Value - worth waiting for
Stepping away from just owning the market takes courage and discipline but is likely to be worth the wait. ...