Investment 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 minsInvestment Report No.76
Mixed Messages The past few weeks are confirmation, if any was needed, that there are consequences of rapidly…
11 minsSpecial Paper No.11
Discount Control Mechanisms Keeping Control The discount is voluntary Robin Angus, Director of Personal Assets Trust 1984-2020 With…
15 minsInvestment Report No.75
A down year “Sell when you can; you are not for all markets.” As You Like It, William…
11 minsInvestment Report No.74
T.I.N.A. R.I.P. If the old, and tried, and safe investments no longer yield their accustomed returns, we must…
11 minsInvestment Report No.73
The past six months have seen the worst start to the year for global equities since 1970. The MSCI World Index NR is down -20.3% in US dollars (-11.4% expressed in a weaker sterling). Those seeking diversification and solace in ‘lower risk’ bonds suffered almost as badly as yields rose and credit spreads ballooned.
11 minsInvestment Report No.72
Markets in 2022 certainly feel very different from 2021. Investors have woken to the prospect of rising interest rates and tighter financial conditions, driven by higher inflation, and are adjusting their requirements for returns accordingly.
13 minsFar From the Finishing Post – Sebastian Lyon (Troy Asset Management)
In the inaugural episode of Far From The Finishing Post we speak to Sebastian Lyon, founder and chief…
46 mins
