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Monthly Monitor

Read the Monthly Monitors
November 2022 Is it time to buy equities?
October 2022 Is it safe to buy bonds?
September 2022 Has the crescendo of fear brought the US Dollar to a peak?
August 2022 Commodities - is cyclical weakness masking a structural opportunity?
July 2022 Uncertainty has caused the third greatest derating of equities
June 2022 The future for multi-asset funds
May 2022 Is it time for equities to climb the wall of worry?
April 2022 The implications of rising bond yields
March 2022 Commodity price increases - the risks and opportunities
February 2022 Has the bear market started?
January 2022 Is 2022 going to be the same as 2021?

Fund Factsheets

Downloadable Factsheets
Multi-Asset Fund October 2022 31/10/2022
Impact Fund October 2022 31/10/2022
Global Small Companies October 2022 31/10/2022
Liquidity Fund October 2022 31/10/2022
Global Dividend Growth Fund October 2022 31/10/2022
Property Fund September 2022 30/09/2022
Global Dividend Growth Fund September 2022 30/09/2022
Liquidity Fund September 2022 30/09/2022
Global Small Companies September 2022 30/09/2022
Impact Fund September 2022 30/09/2022
Multi-Asset Fund September 2022 30/09/2022

White Papers

Akzo Nobel: Takeover Offer Arrives a Month after Appian Purchase

Niall Dineen

Akzo Nobel is a classic example of a stock that successfully met all the Appian criteria. Below is a summary of the initial investment thesis..

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White Paper Archive
Small Caps – A Class of Their Own? John Mattimoe
Stay Active! Eugene Kiernan
Ethical, SRI, ESG or Impact Investing? (But more importantly does it work?) Eugene Kiernan