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RESEARCH

INSIGHTS
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The Times They Are A-Changin'
One more loop around the Sun is about to end as we prepare to embark on a new one for the year 2024 - so what have we learned over the...
Dec 31, 2023


Surviving 23
As ‘22 draws to a bitter close and ‘23 begins I look back and forward trying to draw the necessary lessons and conclusions from the year...
Jan 21, 2023


When will Private Equity and Real Estate return to innocence?
Not too long ago I wrote about the merits of relative-value strategies in a world dominated by diminishing returns and rampant inflation....
Feb 12, 2022


Social Media, A Moroccan market, Jean Baudrillard and the State of Finance
The bizarre primordial concoction of factors driving financial market behaviour and why it may turn out to be an explosive mix
Sep 21, 2021


The time may be ripe for relative-value strategies
When up is down and down is up in financial markets, relative-value strategies could boost returns and reduce risk
Sep 18, 2021


Mind the Gap in the S & P
The top 10 companies in the S&P account for over 30% of the index driving a "wealth gap" with the remaining 490.
Sep 10, 2021
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