top of page
Financial Services Bill - Brought from the Commons on 14th January 2021



Wall Street ends higher as SpaceX's market debut dominates
A landmark IPO always raises big questions — and SpaceX is no exception. Reuters takes a closer look at what comes next for the newly listed space giant, from valuation pressures to Starlink’s growth path and the strategic challenges ahead. A thoughtful read featuring expert insights, including those of Ismael García Puente. Read more here: Wall Street ends higher as SpaceX's market debut dominates | Reuters More coverage below: Investor Daily https://www.investordaily.com.au
Jun 12


What is the role of consistency in Emerging Markets
Consistency is often overlooked in emerging markets, yet it’s one of the strongest drivers of long‑term performance. In a landscape shaped by political cycles, shifting regulations and uneven growth, companies that deliver steady execution and disciplined strategy tend to stand out. This article offers a clear look at why consistency matters — not just for investors, but for anyone trying to understand how sustainable growth is built in fast‑evolving economies. A worthwhile r
May 10


Our five-step guide to picking the best funds
In a market environment where investors are increasingly selective, this analysis offers a grounded look at the forces shaping today’s equity opportunities. It highlights where resilience is emerging, where caution is warranted, and how fundamentals are driving a more disciplined approach to portfolio positioning. A timely read for anyone navigating shifting valuations and searching for clarity amid uncertainty. Read more here: Our five-step guide to picking the best funds -
May 7


Private credit turns from rapid growth to increased scrutiny
After years of rapid expansion, the private credit market is entering a far more demanding phase — and investors are taking notice. This piece offers a sharp look at why rising rates, leverage, valuation pressures, and the strain on semi‑liquid fund structures are prompting deeper scrutiny across the asset class. It also explores how discipline, transparency, and stronger investment processes will shape the next chapter for private credit. A timely read for anyone following a
Apr 1


Chancellor delivers Spring Statement 2026: as it happened
Anna MacDonald brings a clear-eyed, market-focused perspective to the Spring Statement, highlighting how the chancellor’s cautious tone and muted growth forecasts land with investors. Her comments cut through the political framing to assess what the numbers really signal for the UK economy, inflation trajectory, and business confidence. By grounding her analysis in both macroeconomic realities and the practical concerns of companies and consumers, she offers a measured counte
Mar 3


The Most Dangerous Market Risk Isn’t Volatility — It’s Believing You Can Predict It
In investing, we often treat volatility as the enemy — but this article makes a compelling case that the real risk is our belief that we can predict it. Markets will always move in unexpected ways, yet the illusion of certainty can lead to far more damaging decisions than volatility itself. A sharp reminder of why humility, discipline, and process matter more than forecasts. Well worth a read for anyone navigating today’s markets or guiding clients through uncertainty. The M
Jan 16


Ranmore’s Peche: value investing is like ‘buying garden furniture in winter’
Value investing often feels out of favour in a market obsessed with momentum and short‑term narratives. That’s why I found this piece particularly refreshing. Ranmore’s Sean Peche uses a simple but powerful analogy — “buying garden furniture in winter” — to explain why patience, discipline, and valuation still matter in today’s environment. For anyone interested in long‑term fundamentals, market cycles, or the psychology of investing, this is a thought‑provoking read worth y
Jan 16
bottom of page