Letter to Investors – May
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June 8, 2021
In our May 2021 Letter to Investors we take a look at the better than expected economic recovery from COVID and ask whether a V-shaped rebound is making way for one more resembling a “Z” or “F”.
By Andrew Mitchell & Steven Ng Co-founders and Senior Portfolio Managers
The challenges of short-term market forecasting
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June 7, 2021
In our Investment Strategy Note we take a look at the components of share market returns and how they make short term market forecasting a difficult, if not impossible, exercise.
Letter to Investors – April
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May 14, 2021
In our April 2021 Letter to Investors we review how equities moved sharply higher during the month, along with commodity prices, and ask will inflation be next?
The 3 big winners from the year of revenge spending
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May 14, 2021
In our Investment Strategy Note we take a look at the ‘revenge spending’ that is set to be unleashed this year as economies reopen and excess savings are put to work, including what areas are likely to be the winners.