Mar 8, 20223 minCan we defend defence companies as sustainable investments?This blog was originally about the problem of fund labels such as ESG, sustainable or responsible for investors and advisers. The fact...
Feb 7, 20223 minThe Curious Incident of the Dog That is Barking LoudlyWe have repeatedly pointed out that the monetary stimulus and support that the European Central Bank provides to Eurozone member nations,...
Feb 4, 20223 minFrom Ox to Tiger1 February was Chinese New Year. The Chinese calendar assigns an animal to each year and last year was the year of the ox. This year is...
Jan 26, 20222 minWhat will the Fed do today?This is the big question facing financial markets today – aside from ‘What will Putin do in Ukraine?’ of course. The latter is part of...
Jan 25, 20223 minWe need more ESG debatesNot sure one will call this a battle of the titans. When the 10th biggest shareholder of a global conglomerate has a go at its...
Jan 18, 20223 minBalancing rebalancingIs rebalancing good for investors? In rebalancing, investors adjust exposure to assets regularly back to target asset allocation. Many...