YOUR INVESTMENTS AND THE CHANGING PRICE OF MONEY

With inflation at multi-decade highs in most developed countries, central banks have now entered a rate hiking cycle. This has lifted the price of money, as well as the hurdle for the prospective returns of other asset classes. While we believe these changes have been priced in reasonably effectively by financial markets, there are risks…Read More

GLOBAL MARKETS: HOW NERVOUS SHOULD INVESTORS BE?

In the current murky investment environment, it is an understatement of note to suggest that financial markets are jittery and have in many sectors been pushed into bear territory. Given the material sell-off in both equities and bonds, just how nervous should investors be? And how should one approach portfolio construction in these circumstances? Since…Read More