Richard Urwin, Chair of the Investment Committee at Saranac Partners, joins Alan Dunne in this episode to discuss how he is approaching asset allocation at the current juncture. They...
Podcast: Top Traders Uplugged – Managing Money Through Structural Shifts
May 2024: Investment Roadmap
Our May Roadmap assesses why the gold price has risen to new highs, even as bond yields have risen. The main candidate is a much higher level of central...
April 2024: Investment Roadmap
This month we examine the arguments suggesting that much of the equity market rally from last autumn is speculative and hence fragile. We point to some more fundamental improvements...
March 2024: Investment Roadmap
In addition to our views on markets, there are special articles on the Japanese equity market and the renewed interest in crypto currencies within venture capital. Read the full...
February 2024: Investment Roadmap
The key feature of our February Investment Roadmap is the UK equity market, and we explore some longer-term reasons for its subdued performance. We also summarise our latest market...
January 2024: Investment Roadmap
Our January Investment Roadmap sets out our investment views for 2024. Last year, returns to many asset classes were strong, but largely achieved in the final few weeks of...