Financial Education

Mixed funds offer an opportunity to invest in multiple financial asset classes and so they better diversify the risks borne by the investor

December was emblematic of a trend that occurred throughout the year: namely, a correlated, downwards slide in both stocks and bonds

As 2022 draws to a close and 2023 begins, we’d like to share with you our investment outlook for the coming year.

Investors were comforted by the fact that inflation appears to have peaked, providing greater clarity on the future trajectory of monetary policy

The days of cheap financing for the US are drawing to a close, and with them the Pax Americana that had reigned over the globe since 1945

In times of extreme and widespread downturns, recognising that it can be useful to be contrarian is essential.

The US Federal Reserve is starting to see the effects of its aggressive moves to counter inflation, which included swift hikes in the fed funds rate.

Under active management, the portfolio manager makes investments based on their own convictions

Since August 2022, we have been required to assess clients’ interest in and attitude towards responsible investment