The Long Game

March 2025 Insights The Long Game In today’s environment of heightened market volatility, driven by concerns over inflated valuations in the US and rising geopolitical tensions, many investors fear we’ve reached a peak and that a bear market is imminent. As a...

The Good, the Bad, and Not All Rand-Hedges Are Equal

February 2025 Insights     The Good: Mining Their Own Business   The Trump administration has begun acting on its campaign promises to expand domestic manufacturing and reduce reliance on key trade partners. A major focus has been securing critical...

The Good, the Bad, and DeepSeek and You Shall Find

January 2025 Insights     The Good: Generation Zero Alcohol   Generation Z, born between 1997 and 2012, is making a significant impact on drinking culture. Unlike previous generations, Gen Z tends to consume alcohol more moderately, drinking 20% less...

The Good, the Bad, and Speculation to Sovereignty

November 2024 Insights   The Good: Catch Me If You Can   Diversification is considered by many to be a fundamental rule of investing. This refers to diversification across asset classes, sectors, geographies and currencies. The geography part raises...

The Good, the Bad, and $35 Trillion Elephant

October 2024 Insights The Good: High Street’s Global Yield Product – Defensive Qualities   In a time marked by economic and political uncertainty in the US, investors seeking to mitigate risks are increasingly shifting their focus from higher-risk assets to...