
What is Risk versus Return? (and how does this relate to my Risk Profile?)
"There’s no such thing as a free lunch" is an expression that conveys the concept that it is generally impossible to get something for...

Three important things for investment markets in the COVID-19 crisis
The news has been incredibly bad, but the policy offset has also been monumental For the first time since February, markets have been...

The global policy response to the Coronavirus
Key points: The global fiscal and monetary response to the coronavirus has been mammoth. Global fiscal stimulus is worth over 3% of GDP,...

Understanding Managed Funds & how they have reacted to COVID-19
Introduction No one enjoys seeing their hard-earned savings/investments go down in value. You will no doubt agree that we are going...

Montage Update and are there opportunities?
What a week? There certainly has been a lot of interest in the current economic environment, which is hardly surprising considering that:...

Five charts on investing to keep in mind in rough times like these
The attached note looks at five charts on investing to keep in mind in rough times like we are going through now. The key points are as...

Things to remember in volatile investment times
You may have already read plenty of information about the coronavirus (CoVid-19) and its implications on humanity, share markets,...

The increasing economic threat from coronavirus - what to watch for and what should investors do
The attached note looks at the ongoing threat posed by coronavirus to global growth and investment markets. The key points are as...

Corona crisis intensities, but corrections ultimately provide opportunity and reward quality
Global markets are currently in a state of turmoil as the COVID-19 virus crisis continues to run amok and government action is perceived...

Fallout from Covid-19 - a fixed income perspective
As COVID-19 moves from just a Chinese outbreak to something approaching a global pandemic event, market volatility has increased...