Expecting the unexpected with more...
2025 was widely expected to be a good year for bonds. The US economy seemed to have found a floor,…
25/03/25
Portfolio perspectives
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Article
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Podcast
Talking Heads – Long-term trends...
Amid geopolitical change and shifts in the focus of public policy, private capital investments in infrastructure have a major role…
19/03/25
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Podcast
Talking Heads – Time to...
Investment decisions have centred on growth for years, but the current setting of uncertainty, geopolitical turmoil and high volatility argues…
11/03/25
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Article
Monthly Market Viewpoint – Not...
Declines in US equities over the last month were primarily a function of disappointing economic data and a partial ‘Magnificent-7…
10/03/25
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Podcast
Talking Heads – US small...
After rising in the wake of the US election, valuations of US small-cap stocks have marked a pause. Investors are…
05/03/25
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Video
What makes US large-cap stocks...
US large-cap companies – already a market segment that stands out in terms of capital appreciation in recent years –…
04/03/25