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Market Update

Monthly Economic & Investment Market Commentary September 2012 We are going to draw on a couple of research reports for our monthly discussion, including the latest World Economic Outlook from the International Monetary Fund (IMF), the World Bank’s East Asia and Pacific Data Monitor and also a...

10 October, 2012

Monthly Economic & Investment Market Commentary August 2012 In today's world where such a vast amount of information is so readily available, one needs to be vigilant towards succumbing to confirmation bias, that is the tendency to seek out information and sources that support the views you...

12 September, 2012

Quarterly Asset Allocation Update August 2012 In recent weeks we have participated in a number of discussions about the importance of having a clearly articulated investment philosophy, and so we thought it would be useful to start off by restating the philosophy that guides our management...

02 September, 2012

Monthly Economic & Investment Market Commentary July 2012 There is a fierce debate happening in many parts of the world about the appropriate role of government, including the types of activities and their scale. Of course it is a debate that is impossible to have without discussing...

09 August, 2012

Monthly Economic & Investment Market Commentary June 2012 We are now five years on from the announcement by investment bank Bear Stearns that redemptions on two of its hedge funds were frozen, and that there was “very little value”(1) remaining for investors. Shares in Bear Stearns fell...

11 July, 2012

Monthly Economic & Investment Market Commentary May 2012 British philosopher Bertrand Russell passed away more than four decades ago, yet the following quote of his can readily be applied to so many of the problems that the global economy and investment markets currently face, and also to...

08 June, 2012