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Asset management and fund structuring boutique

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May 23, 2022

The R word

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May 19, 2022

Washed out

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May 16, 2022

Long duration stocks

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May 13, 2022

Not throwing the towel

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May 12, 2022

Bargain hunting

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March 4, 2022

Financial Review 06: Inflation again and again

February marked another month of negative return for the markets

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February 7, 2022

Financial Review 05: The Tide is Turning

The tide is finally turning in favour of value stocks, as markets come to realize the importance of reliable cash flows rather than paying a significant premium for big promises in the future.

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January 27, 2022

Market Commentary – Q4 2021

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January 3, 2022

Financial Review 04: Happy New Year

2021 was a banner year for equities, where both S&P500 and Stoxx Europe 600 achieved a total return of 28.7% and 25.8%, respectively.

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December 6, 2021

Financial Review 03: A Black Friday to remember

November was on its way to becoming another strong month for equities before all that changed on the 26th of November 2021, Black Friday.

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November 15, 2021

Market Commentary – Q3 2021

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November 5, 2021

Financial Review 02: Inflation Debate

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October 8, 2021

Financial Review 01: September Effect

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August 10, 2021

Market Commentary – Q2 2021

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April 13, 2021

Market Commentary – Q1 2021

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