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About Us
About Us
Meet the team
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Why invest with us
Our approach
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Testimonials
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Investment insights
Latest Investment insights
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Category:
Investment Insights
Artificial Intelligence: Transformational technology with market consequences
16 December 2025
AI – should I care? Like many new and transformative technologies, many of us feel somewhat ‘at sea’ as to what they…
The Bubble Triangle: Heat, Fuel and FOMO
26 November 2025
The bubble hype Financial markets have a funny way of attaching labels to data points as if they have some…
Global conversations, local impact: Insights guiding our client portfolios
23 October 2025
Mark Houghton, Founder and Chief Investment Officer, Saxe Coburg In September, I travelled through the world’s leading financial centres —…
The 60/20/20 portfolio: A day late and a dollar short
25 September 2025
Morgan Stanley’s chief investment officer Mike Wilson recently made headlines by recommending that investors move away from the traditional 60/40…
The comfort trap: Why investors stop seeing risk
27 August 2025
With global equities back at record highs just months after April’s sharp selloff, investors appear to have concluded that downturns…
Understanding incentives: From human behaviour to capital allocation
29 July 2025
Human self-interest plays a central role in behaviour and decision-making, none more so than in investing. As Charlie Munger, renowned…
Managing expectations: Understanding long-term returns of bonds and equities
25 June 2025
When investing, it is important to think about your time frame and your return expectations at the outset. Time frame…
Rethinking the 60/40 portfolio: Why alternative strategies offer a smoother ride for investors.
29 May 2025
Why alternative strategies offer a smoother ride for investors. For decades, the “60/40 portfolio” (60% equities, 40% bonds) has been…
The rise of the robots: What Artificial Intelligence means for investors
26 May 2025
Artificial Intelligence (AI) has quickly shifted from a futuristic buzzword to a central theme in global business discussions. Just over…
The power of diversification: Why spreading your investments still works
26 May 2025
When it comes to investing, there’s a saying that “diversification is the only free lunch.” This idea, credited to Nobel…
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