Insights

The COVID–19 virus is an event which has created devastating economic implications and a substantial sell off in risk-based assets, coupled with extreme volatility. The Financial Times reported that nine trading days this month have accounted for the biggest one-day gains and losses since the Second World War. No other month has come close.
We believe … Read More

Existing clients and prospective clients continue to ask when they should buy equity markets. It is very reminiscent of that childhood memory of a long drive – “are we there yet?”
The answer is “not yet”. While we agree wholeheartedly with the saying “never waste a good crisis”, we are waiting on the sidelines until we … Read More

We have been communicating directly with clients through the past month during this extreme volatility.
We have decided to suspend Monthly Insights for the moment, and distribute to our mailing list our Client Updates we have been sending to clients only.
We have been sending 2-3 Client Updates per week.
In addition these will be accessible on our … Read More