Investment Report No.75
A down year “Sell when you can; you are not for all markets.” As You Like It, William…
11 minsInvestment Report No.74
T.I.N.A. R.I.P. If the old, and tried, and safe investments no longer yield their accustomed returns, we must…
11 minsInvestment Report No.73
The past six months have seen the worst start to the year for global equities since 1970. The MSCI World Index NR is down -20.3% in US dollars (-11.4% expressed in a weaker sterling). Those seeking diversification and solace in ‘lower risk’ bonds suffered almost as badly as yields rose and credit spreads ballooned.
11 minsInvestment Report No.72
Markets in 2022 certainly feel very different from 2021. Investors have woken to the prospect of rising interest rates and tighter financial conditions, driven by higher inflation, and are adjusting their requirements for returns accordingly.
13 minsFar From the Finishing Post – Sebastian Lyon (Troy Asset Management)
In the inaugural episode of Far From The Finishing Post we speak to Sebastian Lyon, founder and chief…
46 mins