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Each quarter, we share a selection of our latest thinking, covering the themes, opportunities and risks we’re seeing in markets. We welcome you to subscribe to receive this regularly.

Yesterday’s playbook today?

Q1 March 2023: Q1 had a bucket-load of noise. We’ve already spoken a lot about the irrational behaviours of yesteryear, that resulted in the asset deflation of 2022...

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Alvia’s not so ‘Secret Sauce’

Q4 December 2022: That calls full time on 2022. A year that undid the sexy 'promise' businesses, the (obvious) frauds and those investors who strayed from their process...

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2021’s Hangover

Quarter 3: September 2022. If 2021 was the party, this year has certainly been the hangover...

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Death, Taxes and…Drawdowns

Quarter 2: June 2022. Well, we’ve just had another quarter of reminders that the only certainty in life, is uncertainty...

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