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All eyes on the US
Global Matters
Michael Clough
26 July 2021
GLOBAL MATTERS: 26/07
All eyes on the US

“Should you be over or underweight the US equity market?” is surely one of the most asked asset allocation questions of the past 5-10 years.

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Deep Dive into US Equities
News
Michael Clough
26 July 2021
INVESTMENT WEEK
Deep Dive into US Equities

Should investors be over or underweight the US equity market? This is surely one of the most asked asset allocation questions of the past five to ten years.

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Global Friday Update 23/07
Video
Alex Harvey, CFA
23 July 2021
GLOBAL FRIDAY UPDATE 23/07
Global Friday Update 23/07

Alex Harvey, CFA, reviews the week in our latest Global Matters Friday Update

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Should cryptoassets be part of retail investors’ portfolios?
News
Andrew Hardy, CFA
22 July 2021
INTERNATIONAL ADVISER
Should cryptoassets be part of retail investors’ portfolios?

I think we probably will see crypto becoming more prevalent in portfolios

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How to spot if your fund is becoming too big
News
Tom Delic
20 July 2021
TRUSTNET
How to spot if your fund is becoming too big

understanding how large the fund can grow while still implementing its strategy was important for assessing its portfolio

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Value Investing Redux
Global Matters
Tom Delic
19 July 2021
GLOBAL MATTERS: 19/07
Value Investing Redux

Having been in consistent print since its first publication in 1949, Benjamin Graham’s ‘Intelligent Investor’ has, along with ‘Security Analysis’, provided the philosophical foundation to thousands of successful investment practitioners over the decades.

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Global Friday Update 16/07
Video
Alex Harvey, CFA
16 July 2021
GLOBAL FRIDAY UPDATE 16/07
Global Friday Update 16/07

Alex Harvey, CFA, reviews the week in our latest Global Matters Friday Update

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Inflation on the Mind
Research
Glyn Owen
14 July 2021
Inflation on the Mind

It is extraordinary that within 12 months of the world slumping into its steepest and deepest recession since WWII we are asking the question ‘when will the economy be too hot?’

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A black swan passes by
Global Matters
Robert White, CFA
12 July 2021
GLOBAL MATTERS: 12/07
A black swan passes by

As a casual football fan and long-suffering supporter of the English national team, there was only ever one topic I could write about today.

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Global Friday Update 09/07
Video
Andrew Hardy, CFA
09 July 2021
GLOBAL FRIDAY UPDATE 09/07
Global Friday Update 09/07

Andrew Hardy, CFA, reviews the week in our latest Global Matters Friday Update

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Patience is a Virtue
News
Stephen Nguyen, CFA
09 July 2021
TRUSTNET
Patience is a Virtue

How a patient approach can boost investment returns

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Past performance is not indicative of future results
Global Matters
Gary Moglione
05 July 2021
GLOBAL MATTERS: 05/07
Past performance is not indicative of future results

“Past performance is not indicative of future results” is a compliance warning on most investment oriented material that everyone knows but not many people seem to actually implement into their decision making.

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