Maybe There Is No Such Thing as Passive Investing Reframing a Debate That’s Gone On Too Long  The active versus…

Investor Behaviour: The Greatest Threat to Portfolio Performance Over the past decade, PortfolioMetrix has pioneered a paradigm shift away from…

What We Know for Sure: How Uncertainty Distorts Decision-Making Geopolitical risk is grabbing headlines again. In today’s investment climate, it’s…

Is the S&P 500 Equal Weighted Index the solution you think it is? The S&P 500 is widely regarded as…

Trump 2.1: Markets Grapple with the Dualities of Growth and Uncertainty  President Trump’s re-election in late 2024, often dubbed “Trump…

DeepSeek; A Lesson in Thematic Investing  January saw a major shake-up in the artificial intelligence (AI) investment landscape. A relatively…

New Year, Not So New US President: Trump 2.0, Tariffs & Inflation We enter a new year with Donald Trump…

Investors behaving badly: a cheat sheet to narrowing the behaviour gap Emotions define us as humans, but it also costs…

In July, markets delivered mixed results across different asset classes. Global bonds performed well as yields fell, driven by softer-than-expected…

June saw mixed results across markets, with varying returns in both bond markets and equity regions. Generally, bond yields fell…

Inflation in the US continues on its downward trend, just at a slower pace than originally anticipated by the markets.…

Stickier-than-expected inflation and geopolitical tension were the overarching themes for April. The US, UK, and Euro area all saw more…

March saw the end of the last standing negative interest rate, with Japan’s central bank raising its policy rate into…

A continuation of the strong US earnings season and stronger US economic data reignited market confidence from the end of…

The start of the new year saw a moderation in the exuberance that characterized the end of 2023. Markets, which…

The last month of the year saw a ‘Santa rally’ across markets as investors became increasingly certain of forthcoming interest…

November saw a big rally in markets due to positive news around falling inflation and interest rate expectations. Three of…

It’s been a turbulent time in markets over the last few weeks, with both bonds and equities falling in October.…

September saw a pause in developed market central bank rate hikes, but also higher longer-term bond yields as investors priced…

There was an uptick in market volatility during August fuelled by increases in the yields of major sovereign bonds, continued…

From a news flow and market activity perspective, April was a quieter month than March. Lower energy prices resulted in…