An Uptrend Brews in the Bond Market
The bond market has started to rally, and this matters because investors once again have a choice.
TMAI
A diversified portfolio service that blends traditional bonds and equities with alternative assets such as gold, commodities, and digital assets
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Strengthening the Foundations
This week, I take profits from biotech and Japanese banks, and shift into two of the world’s greatest companies.
Flash Note: Voting Advice
A shareholder vote is near for one of our long-term holdings. Advice is laid out below.
Public over Private
Listed private equity companies have come under pressure. The sector touts a good story, and forecasts a strong IPO market in 2026, yet the businesses behind them, which hold large stakes in private companies, are not yet celebrating.
Safety First
These past few days in precious metals remind us how quickly things can change, and why diversification is so important in portfolio management.
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Ten Years of Whisky and Soda
Ten years ago today, shortly after I left a 17-year stint at HSBC Global Asset Management, I took over the