View and download our quarterly Investment Reports, along with thought pieces on investing, the macro-economic environment, and the wealth management industry.
Perspectives
Investment Letters (39)
Market Views (16)
- Fixed Income - Gilt TripDecember 2023Dec 2023
- Commodities - Pedal to the MetalJune 2023June 2023
- Foreign Exchange – Getting Hot Under the DollarDecember 2022Dec 2022
- China - Picking up the PiecesJune 2022June 2022
- Safe HavensJune 2020June 2020
- Good things come in small packagesNovember 2019Nov 2019
- Japan - time to blossom?June 2019June 2019
- Corporate buybacks - is the party ending?December 2018Dec 2018
- The risks of passive investingJanuary 2018Jan 2018
- PopulismNovember 2016Nov 2016
- Central Bankers. Bond Bubbles, & Broken MarketsSeptember 2016Sep 2016
- Europe: Testing the Limits of Monetary UnionJune 2016June 2016
- Mister ¥enMay 2016May 2016
- CoCos go LocoFebruary 2016Feb 2016
- $30 Oil LoomsJanuary 2016Jan 2016
- Currency WarsMay 2015May 2015
Reflections (6)
Asset Class Insights (2)