asset classes

Financial assets performance over time

There is no single asset class that consistently outperforms all others year on year but over the long term (>10 years), actively managed asset classes have performed better, and all asset classes have outperformed inflation.

disruptors

The value of disruptors is different

Investors in Tesla at current prices are not neglecting the obvious. Disruptors come at a high price because they do not carry the sunk costs of infrastructure and outdated distribution models.

mid-cap, large-cap

Changing landscape of US large and mid caps

The sizeable increase in the market capitalisation of the technology leaders has inadvertently led to reduced diversification via a reduction to a mid cap exposure in portfolios represented by the Russell 1000.

have-your-say

Have Your Say

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fixed interest

Five charts to watch on the global economy

No one really knows for sure whether a recession is imminent, but certain indicators help provide some guidance as to the risks. This note looks at five charts to monitor in terms of the state of the global economy.

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