Investment Report No.86

9th October 2025 marked 25 years since the establishment of Troy. It has been quite a journey, beginning in the shadow of the dotcom boom and the ensuing equity bear market from 2001-2003. Remarkably, a quarter of a century on, markets appear once again suspended between promise and speculation.

10 mins

Multi-Asset Strategy Insights – Dynamic Asset Allocation

Troy’s Multi-Asset Strategy seeks to protect our investors’ capital and increase its value over the long term. 

13 mins

Investment Report No.85

In the world of financial markets, where a tendency towards complexity and intellectual cartwheels often obfuscates simple truths, it can be clarifying to speak to someone one step removed.

12 mins

Investment Report No.84

So-called ‘Liberation Day’ on 2nd April saw a continuation of the predictable unpredictability characteristic of Donald Trump.

10 mins

Investment Report No.83

History in the making As events unfold, it can be difficult to parse out what will make it…

10 mins

Multi-Asset Insights – Equity

Troy’s Multi-Asset Strategy seeks to protect our investors’ capital and increase its value over the long term. 

15 mins

Investment 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 mins

Investment 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 mins

Investment Report No.77

We are slowly emerging from a prolonged period of distortion born of zero interest rates.

11 mins

Special Paper No.12

As long as the music is playing, you’ve got to get up and dance. We’re still dancing Chuck…

9 mins