June 2022.
Investor Strategy.
This month, after our lookback to May’s market activity, we will get into the debate between active and passive management. Or more appropriately, dispel that it should be a debate at all. The two styles are a good compliment to each other, when used properly and in the right sectors.
We will then have a look at current market dynamics, where good news might be bad news, and bad news good. Are we in opposite land? Maybe so.
Investor Strategy
Finish line in sight
8 December 2025. Investor Strategy. At the moment, lots of market-friendly AI capex spending, decent economic data and somewhat lower rates/yields is providing a pretty…
Investor Strategy
Everyone loves balloons until they pop
3 November 2025. Investor Strategy.
Investor Strategy
Defying gravity
October 2025. Investor Strategy. 2025 has been an awesome year from an investment perspective, gains a-plenty and few pain points. How much of the good…