Investment Insights

50 Episodes

1. Inflation: Everyone seems to be worried about it

   Published: 6/9/2021
2. More rotation, less direction

   Published: 5/27/2021
3. Growth rates are reaching record levels

   Published: 5/13/2021
4. The expansion of our digital infrastructures is an absolute necessity

   Published: 4/28/2021
5. Unashamedly bullish on earnings

   Published: 4/14/2021
6. A rotation in the winners and losers of the pandemic

   Published: 3/31/2021
7. Correction? What correction?

   Published: 3/17/2021
8. With the huge vaccine gap between the UK and Eurozone, Sterling is primed to be the outperformer

   Published: 3/3/2021
9. Beyond the expected Q1 rift, things look less bleak for the UK

   Published: 2/19/2021
10. Having assets in a portfolio that cater for the unknown

    Published: 2/3/2021
11. 2020's equity markets were a split between the 'haves' and the 'have nots'

    Published: 12/15/2020
12. The second largest switch from growth to value

    Published: 11/20/2020
13. The earnings decline isn't as bad as we feared

    Published: 11/10/2020
14. Time to look beyond developed market government bonds?

    Published: 10/14/2020
15. Consensus is expecting earnings to fall in excess of 20%

    Published: 9/30/2020
16. No evidence for a change in leadership in equity markets

    Published: 9/18/2020
17. Lower rates for longer

    Published: 9/3/2020
18. The opportunity cost of holding gold has fallen to zero

    Published: 8/19/2020
19. What often gets forgotten is the balance sheet

    Published: 7/22/2020
20. Cyber breaches cost the global economy $1.5 trillion a year

    Published: 7/9/2020