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Holding the Course

Remaining invested in times of uncertainty; the motivation of this publication is to illuminate the “why” behind the “what” of some of the broadest rules of investing. We then take a deeper dive into the inter-related concepts of equity returns…

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Global Fixed Income Note

Some of the most frequent questions we get from clients these days pertain to inflation and bond markets - particularly those in the US, UK, and Europe. In this publication we address a number of those questions and aim to…

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Thematic Trends: eSports & Video Gaming

In this unique and exciting research piece we explore a specific thematic trend: Video Gaming and eSports adoption. A first in a series for the year ahead we take a look at the size of the market, and what will…

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“Shapes” – Mapping the Recovery

A “V” Shaped recovery? A “U” Shape? We all hope that markets do not follow a “W” or “L”, but a “K” might be the most appropriate. In “Shapes” – Mapping the Recovery, we explore the various trajectories that the…

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