Investment briefing
Bear markets start for various reasons, but the root cause is constant. Too much debt, too much euphoria and always, the lure of a new paradigm.
Investment briefing
To The Lighthouse
‘Where the race is quickest the tide runs strong’ (Runrig, 1995).
Investment briefing
Eyes On The Prize
Just what is going on? Although equity markets scraped and banged into positive territory in the first quarter of 2023, it was a painful, gritty experience.