AI Panic or Rational Repricing?
The market’s relationship with artificial intelligence has undergone a sharp reversal, morphing from enthusiastic embrace to anxious recalibration.…
The Illusion of Diversification: When 500 Companies Become Seven
Investment wisdom celebrates diversification as the cornerstone of prudent portfolio management. Yet investors increasingly face a paradox: portfolios…
Seeing What Everyone Has Seen, Thinking What Nobody Has Thought
Albert Szent-Györgyi’s observation about discovery applies perfectly to active investment management in 2026. While growth stocks have dominated…
Geopolitical Theatre and Market Resilience
The week’s events delivered a masterclass in distinguishing between political spectacle and genuine market-moving developments. President Trump’s threats…
Navigating Investment in an Era of Unprecedented Uncertainty
On 3 January 2026, the United States launched a military strike on Venezuela and captured President Nicolás Maduro…
Celebrating Warren Buffett’s Unparalleled Investment Legacy
On 31st December 2025, one of the most significant transitions in financial history occurred with scant fanfare. After…
The Santa Rally: Why Long-Term Investors Should Ignore the Year-End Noise
The final trading days of December arrive with predictable commentary about the “Santa Rally” and its implications for…
The Investment Landscape for 2026: Navigating Opportunity and Uncertainty – Part Two
Last week In Part One, we explored the macro forces shaping the 2026 landscape: the scale and uncertainty…
The Investment Landscape for 2026: Navigating Opportunity and Uncertainty – Part One
As November draws to a close and portfolio managers finalise their year-end positioning, attention shifts toward 2026. The…
The Case for Both: Why Active and Passive Management Deserve Equal Billing
The investment management debate persists: active or passive? Yet framing this as a binary choice misses a more…
The Emerging Markets Renaissance: Why the World’s Growth Engine Deserves Renewed Attention
For over a decade, emerging markets have disappointed investors as developed market equities, particularly US technology stocks, delivered…