Markets and investing

We understand navigating the world of finance can be complex. Our goal is to provide valuable insights and to help you stay informed on the financial matters that mean most to you.

 

April 2024
The case for small-cap equities
First thing first, when we talk about small-cap equities (or small caps), it’s important to understand what “cap” refers to. Cap is short for capitalisation, which in turn is short for market capitalisation. The market capitalisation of a company is the total dollar value of all the outstanding shares of that company – essentially, how much the company is worth. Small caps are not tiny companies at an early stage of development...
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Our latest markets and investing insights

The case for small-cap equities
26 April 2024

The case for small-cap equities

First thing first, when we talk about small-cap equities (or small caps), it’s important to understand what “cap” refers to. Cap is short for capitalisation, which in turn is short for market capitalisation.
In the balance
18 April 2024

In the balance

Market Insights
The first few months of 2024 have come as somewhat of a surprise to investors. For example, US growth has stayed resilient, continuing to defy the odds of recession, so markets have had to reevaluate their expectations for the year. And we are no different. Investing is about finding the right balance between having conviction in your long-term strategy and being conscious of the opportunities in the short term.
Reshoring – The world is not flat anymore
21 February 2024

Reshoring – The world is not flat anymore

Thematic Investing
After three decades of globalisation, could reshoring change the global order?
The tide is turning
12 February 2024

The tide is turning

Market Insights
In our 2024 Investment Outlook, released in December 2023, I mentioned the importance of building an investment strategy with multiple time horizons in mind. And, over the past two months, things have changed for the medium-term growth outlook. In January, the 2023 US growth figures came in better than expected, showing a resilience in the US economy that the market didn’t anticipate.
(Invest) some of your time
24 January 2024

(Invest) some of your time

House Views
Speaking about foresight and perceptiveness in markets, John Maynard Keynes, likely one the most well-known economists ever, said that successful investing is anticipating the anticipations of others. Keynes was also an investor.
How to include liquid alternatives in a traditional portfolio
20 December 2023

How to include liquid alternatives in a traditional portfolio

Invest differently
A traditional portfolio of stocks and bonds has been a popular investment strategy for decades. However, with market conditions changing and volatility increasing, investors are looking for alternative options to add value and, importantly, diversification to their portfolios. This is where liquid alternatives can play a role.
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