Crafting bench

The Myth of Sector Allocation

We are often asked by clients why we have a large exposure to the ‘health care’ sector within…

6 mins
Crafting

There’s More To Risk, Than Vol and The VIX

Approaching the halfway point of the year, and with markets seemingly leading us into an early summer lull…

6 mins
Crafting

Buy in May

The month under review was largely concentrated on two important topics in the USA. First there is the…

4 mins
Workbench

The Transience of Established Wisdom

The month under review has carried over the trends that emerged in the closing months of 2022. According…

4 mins
Crafting

Control The Distribution, Control The Access To Consumers

Google has established itself as the dominant search engine over the past two decades. Today it accounts for…

5 mins
Work bench with glasses

The Power Of Exclusion

“He who chases two rabbits catches neither” – Confucius In Peter Seilern’s recent newsletter, he ran through the…

6 mins
Crafting

The Boot Is On The Other Foot

Reflecting on the Kami-Kwasi Budget In September of 2022, the UK sovereign bond markets, or gilts, suffered a dramatic collapse...

8 mins
Craft workshop

Separating the Wheat from the Chaff

Economists in the world’s leading countries are currently locked in a debate about the fate of the US…

4 mins
Crafting tools on bench

Only as Strong as Your Weakest Link

Consider the journey of the humble coffee bean into your cup this morning. At least four years ago,…

5 mins
Crafting

The Clash of the Titans

To the great surprise of many doomsters, particularly in the media, January has turned out to be one…

3 mins