13th February 2026 The most expensive word in investing: “Later” Speed read “Later” can feel cautious in uncertain markets, but…

26th January 2026 When concentration isn’t the enemy  Key takeaways Market concentration is a recurring and natural feature of equity…

11th December 2025How good is your forecast?   Cast your mind back to this time last year. How many confident…

13th November 2025Understanding gold in portfolios Gold has been a focus of discussion recently as its price has risen sharply.…

16th October 2025From factsheet to reality: Bridging the investment performance gap In investments, it is very seldom that the portfolio…

12th September 2025In the Absence of Uncertainty, There Is No Reward In investing, uncertainty is often cast as the villain.…

14th August 2025Global Market Overview Global markets continued to build on their mid-year momentum in July, buoyed by easing inflationary…

17th July 2025Maybe There Is No Such Thing as Passive Investing Reframing a Debate That’s Gone On Too Long  The…

13th June 2025Investor Behaviour: The Greatest Threat to Portfolio Performance Over the past decade, PortfolioMetrix has pioneered a paradigm shift…

14th May 2025What We Know for Sure: How Uncertainty Distorts Decision-Making Geopolitical risk is grabbing headlines again. In today’s investment…

17th April 2025Is the S&P 500 Equal Weighted Index the solution you think it is? The S&P 500 is widely…

14th March 2025Trump 2.1: Markets Grapple with the Dualities of Growth and Uncertainty  President Trump’s re-election in late 2024, often…

21st February 2025DeepSeek; A Lesson in Thematic Investing  January saw a major shake-up in the artificial intelligence (AI) investment landscape.…

16th January 2025New Year, Not So New US President: Trump 2.0, Tariffs & Inflation We enter a new year with…

12th December 2024Investors behaving badly: a cheat sheet to narrowing the behaviour gap Emotions define us as humans, but it…

15th August 2024In July, markets delivered mixed results across different asset classes. Global bonds performed well as yields fell, driven…

11th July 2024June saw mixed results across markets, with varying returns in both bond markets and equity regions. Generally, bond…

12th June 2024Inflation in the US continues on its downward trend, just at a slower pace than originally anticipated by…

8th May 2024Stickier-than-expected inflation and geopolitical tension were the overarching themes for April. The US, UK, and Euro area all…

12th April 2024March saw the end of the last standing negative interest rate, with Japan’s central bank raising its policy…

18th March 2024A continuation of the strong US earnings season and stronger US economic data reignited market confidence from the…