Investment Report No.83
History in the making As events unfold, it can be difficult to parse out what will make it…
10 minsFar From the Finishing Post – Matthew McLennan (First Eagle)
Tom catches up with Gabrielle and George to discuss why the market persistently underestimates the compounding power of rare and exceptional companies and why they work so well together as a team.
47 minsInvestment Report No.82
The late, great Paul Volcker, the towering former Federal Reserve chair, said in 2009 that “the ATM has been the only useful innovation in banking for the past 20 years”. At Troy, we agree with the sentiment that most complex investment bank products are not good for customers.
9 minsInvestment Report No.81
As a politics graduate, I have a disproportionate interest in the subject. I also recognise the distraction that political outcomes pose to investors, often adding mere noise, to be ignored, if we are to succeed.
8 minsInvestment Report No.80
There is nothing wrong with admitting that you don’t know something. What makes investing so fascinating and sometimes frustrating is not knowing all the answers. Explaining market movements is never simple.
9 minsMulti-Asset Insights – Gold
Our aim at Troy has always been to preserve our investors’ hard-earned capital and increase its value in real terms over the long term.
9 minsInvestment Report No. 79
After a very different sort of year in 2022, much of the market was caught off guard in 2023 by a showstopping performance from the share prices of a handful of technology companies.
5 minsInvestment Report No.78
In September, the yield on the 10-year US Treasury bond reached 4.8%, its highest level since 2007. This coincided with, or rather precipitated, weakness across asset classes.
5 minsInvestment Report No.77
We are slowly emerging from a prolonged period of distortion born of zero interest rates.
11 minsFar From the Finishing Post – Kiril Sokoloff (13D Research)
Kiril Sokoloff founded 13D Research in 1983 and is a leading global investment strategist who has presciently called a number of major paradigm shifts over the last 40 years. We discuss Kiril’s career, why the current investment backdrop is so challenging and how the geopolitical landscape is evolving.
42 mins
