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Insights
UNDERSTAND US
An important part of our service is explaining our actions simply.
To trust us, you need to understand us. In this section we share letters, articles and opinion pieces to provide a window into how we invest your money.
Quarterlies
Q3 2024
Multi Asset:
When the numbers are off, we read the words.
Fixed Income:
Why only a 25bps cut in rates?
Q2 2024
Multi Asset:
My dad’s conundrum
Fixed Income:
Why election outcomes have such a bearing on the bond market
Q1 2024
Multi Asset:
We sold a casino a bought a hardware store
Fixed Income:
Structured notes: what's in the box?
Q4 2023
Multi Asset:
Welcoming the winds
of fortune
Fixed Income:
The duet of offshore and
local corporate credit spreads
Q3 2023
Multi Asset:
Cost of cashing in calves
Fixed Income | Bonds:
When books don't balance
Ad hoc
November 2024
Effortless is a myth
August 2024
Feedback Freakout
June 2024
Are we human, or are we dancer
May 2024
Sailing the waves of the property cycle
March 2024
Quality first, price second
December 2023
Weaving the red thread
June 2023
Finding flowers in the unkept garden
August 2022
Making peace with finitude
December 2021
Lessons on incentivisation from Google
November 2021
Talking about our feelings
August 2021
Dear Gen Z
Insights
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