From Fantasy to Fundamentals: The Appeal of Infrastructure in 2023

Do you remember the Fire Phone, or the Coolest Cooler? What about the Microsoft Kin or Juicero? No, well you’re probably not alone.

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Is the 60-40 strategy dead and buried?

The 60-40 portfolio strategy is a touchstone for the industry, and shorthand for the tried and trusted method of protecting capital from wild market swings. There are endless variations on this theme, largely dependant on client risk tolerance and time horizon, but the navigational starting point of a “balanced” 60% stocks and 40% bonds mix has endured.

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Six Investment Myths Busted

Gordon Gekko hasn’t done the investment industry’s reputation any favours. Michael Douglas’ unscrupulous movie character quickly became shorthand for all that is wrong with Wall Street and financial markets with his infamous ‘greed is good’ speech. But you don’t have to look too far away from the big screen to see real-life examples of people whose actions have perpetuated the link between the wealth industry, untrustworthy characters and get-rich-quick trades.

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Volatility and Staying Invested

Imagine you’re on a long-haul flight and the pilot informs you of every hint of turbulence. It would drive every passenger crazy. Thankfully, instead, most of us watch a movie,

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Investing after Selling a Business

Not every entrepreneur is as outlandish or controversial as Elon Musk, as publicity seeking as Richard Branson, or as all-conquering as Jeff Bezos. All entrepreneurs are, however, part of a unique club. Not everyone has the ability, dedication, and risk-embracing nature to start and build a business.

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