Our videos.

Our monthly insight of what we judge to be the key macroeconomic, political or strategic events that could have a bearing on your investments.

Divergence and De-Synchronisation
Recently economic data globally has shown signs of becoming more divergent, representing a change in direction following the period of synchronised growth observed during 2017.
Divergence and De-Synchronisation
Recently economic data globally has shown signs of becoming more divergent, representing a change in direction following the period of synchronised growth observed during 2017.
Trump Trade Wars
President Trump has not been afraid to upset the apple cart over many issues, since his election to public office, but perhaps the one area he has been consistent on for decades in a personal capacity is his view over the US being stiffed on trade with foreign nations.
Two Very Different Kinds Of Risk
Nassim Nicholas Taleb’s new book (Skin in the Game), contains some highly relevant lessons for investors. The most directly applicable part is the logic of risk taking.