by Andrew Doherty | May 2, 2017 | Insights
The most highly synchronised pickup in global activity for some time provides a supportive backdrop for growth assets. High levels of remaining capacity and still modest interest rates are helping to elongate this recovery period. Confidence has improved since...
by Andrew Doherty | Jan 23, 2017 | Insights
There is little doubt that political changes and their implications for economies and markets will be at the forefront of investors’ minds again this year. Some changes will help markets, others hinder. Volatility in asset prices is likely to be higher than...
by Andrew Doherty | Oct 28, 2016 | Insights
A constructive environment for growth assets like shares and property is supported by modest global economic expansion, accommodative monetary policy and increasing fiscal support. However, several risks cloud the outlook so our portfolio positioning is more...
by Andrew Doherty | Sep 5, 2016 | Insights
“Give me six hours to chop down a tree and I will spend the first four sharpening the axe.” — Abraham Lincoln Investors without a roadmap for success will find it very difficult to achieve their goals. An investment philosophy is a set of guidelines that inform...
by Andrew Doherty | Sep 1, 2016 | Insights
The short-term focus of too many investors is extremely destructive of the wealth they have built up over their lifetimes. The sharp market selloffs since the middle of 2015 demonstrate periods where primal fear takes over and many people sell purely because others...
by Andrew Doherty | Aug 1, 2016 | Insights
Significant financial market distortions have resulted from the fall in bond yields. The latter is in response to low inflation, central bank asset purchases and the flight to safety following Britain’s decision to leave the European Union (known as Brexit). A...