News and insights

What kind of world do we live in? This is the most fundamental of investment questions. By this we typically mean “what is the outlook for inflation and economic growth?” Sometimes, the question is more socio-economic in nature. Rarely is it existential.

Shaken but not stirred is for James Bond’s martinis, not the average investor’s portfolio. This is why hedge funds, and other alternatives, have been ‘sold’ as path to smoother, uncorrelated returns.

“This on demand, or so-called 'gig economy', is creating exciting economies and unleashing innovation. But it is also raising hard questions about workplace protections and what a good job will look like in the future” ― Hillary Clinton

Henry Ford once said “speculation is only a word covering the making of money out of the manipulation of prices, instead of supplying goods and services.” Was he right? Or is the answer different depending on who is at it?

Hard to imagine that The Innovator’s Dilemma: When New Technologies Cause Great Firms to Fail was written in 1997; a year before Apple’s iMac and Google were launched and the year that Microsoft became the most valuable company in the world.

London or New York? Who is asking the question and why? The average UHNWI is looking for that one special place that fills a variety of needs. Property accounts for around one fifth of their invested wealth but yield is only part of the story.