28 May 2026Investing is about risk. A recent conversation with a client reminded me that there are many aspects to risk. It…
29 April 2026What is passive investing? Passive investing has grown rapidly over the past two decades and is now widely seen as…
24 March 2026Explore how lessons from sailing apply to investing. Discover why skill, risk management and diversification matter in navigating today’s uncertain…
23 February 2026AI’s rising capital demands The AI thematic is still front and center of investors’ minds it seems, but sentiment has turned sharply from optimism to skepticism. Speculation that AI…
1 December 2025AI – should I care? Like many new and transformative technologies, many of us feel somewhat ‘at sea’ as to what they…
26 November 2025The bubble hype Financial markets have a funny way of attaching labels to data points as if they have some…
23 October 2025Mark Houghton, Founder and Chief Investment Officer, Saxe Coburg In September, I travelled through the world’s leading financial centres —…
25 September 2025Morgan Stanley’s chief investment officer Mike Wilson recently made headlines by recommending that investors move away from the traditional 60/40…
27 August 2025With global equities back at record highs just months after April’s sharp selloff, investors appear to have concluded that downturns…
29 July 2025Human self-interest plays a central role in behaviour and decision-making, none more so than in investing. As Charlie Munger, renowned…
25 June 2025When investing, it is important to think about your time frame and your return expectations at the outset. Time frame…
29 May 2025Why alternative strategies offer a smoother ride for investors. For decades, the “60/40 portfolio” (60% equities, 40% bonds) has been…
26 May 2025Artificial Intelligence (AI) has quickly shifted from a futuristic buzzword to a central theme in global business discussions. Just over…- 26 May 2025When it comes to investing, there’s a saying that “diversification is the only free lunch.” This idea, credited to Nobel…
21 May 2025“Price is what you pay, value is what you get” – Warren Buffet When making any purchase - be it…
