In this month’s Investment Strategy Video (7 mins) Andrew Mitchell shares some key charts outlining why there is a a once in a generation investment opportunity in small caps vs large caps.
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LIC/LIT big discounts – permanent purgatory or rate cut relief ahead?
June 17, 2024
In this month’s Investment Strategy Note we outline why we believe the current historically large discounts of listed investment vehicles can be explained by higher interest rates and how interest rate cuts are likely to be a catalyst for listed investment vehicle discounts to shrink in general and premiums to widen.
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What happens after a Fed pause?
December 14, 2023
In this month’s Investment Strategy Note we review the Fed’s last nine hiking cycles to assess the likelihood of a soft landing during this cycle.
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Higher interest rates means lower share prices…Is it that simple?
November 15, 2023
In this month's Investment Strategy Note we discuss the relationship between interest rates and share prices and why it’s more complicated than you think.
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