President Xi Jinping is expecting the 20th Chinese Communist Party Congress held in October this year to grant him another 5 years as President of China. He is therefore determined that all goes well in the run up to such…
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We have been conducting a comprehensive review of our investment portfolios in terms of comparison, composition, selection and performance. This review has been made against benchmarks and alternative managers. We wish to share with you our thoughts on how we…
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We have been enduring a particularly difficult period in both equity and credit markets. Market concerns have moved from Covid 19 and onto the Ukrainian crisis. The eyes of the world are now on Ukraine and its brave people. Prior…
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The first two months of 2022 have been challenging ones for investors. The US Federal Reserve’s December announcement on the reversing of their US$120bn per month quantitative easing programme to end by April and that this tapering will be followed…
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The investment outlook has changed over the past few weeks which has led to major global markets falling in value. The US tech company index the NASDAQ has lost -12% over the past month. These falls have not been the…
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EDITION 36 PORTFOLIO SELECTIONS 2021 has been a remarkable year for investment with as much happening that both supports and undermines market confidence. We started 2021 with President Biden Democrats winning the Georgia State Senate run-off election and with-it overall…
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The eurozone economy has outperformed expectations as it grew by 2.2% in Q3, matching the previous quarter. This leaves the level of economic activity just 0.5% below its pre-pandemic peak, meaning that the recovery in GDP should be complete this…
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China has taken action designed to limit the power of major internet providers. This regulatory tightening in the summer sent some jitters through markets. This shift in regulation was to support a more common prosperity by limiting the profits of…
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The Nikkei 225 index saw significant growth at the end of 2020 but has achieved little in 2021. Despite the flatlining look of the index’s performance this year to date, Japanese corporate earnings momentum remains strong. There are many good…
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