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Monthly Monitor

Read the Monthly Monitors
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?
December 2021 Shades of 1999 / 2000
November 2021 Alternative assets_ The attractions are real…
October 2021 What is the alternative to the traditional 60/40?
September 2021 The global calm after the storm
August 2021 Stocks for the value renaissance

Fund Factsheets

Downloadable Factsheets
Multi-Asset Fund May 2022 31/05/2022
Impact Fund May 2022 31/05/2022
Global Small Companies May 2022 31/05/2022
Liquidity Fund May 2022 31/05/2022
Global Dividend Growth Fund May 2022 31/05/2022
Global Dividend Growth Fund April 2022 30/04/2022
Liquidity Fund April 2022 30/04/2022
Global Small Companies April 2022 30/04/2022
Impact Fund April 2022 30/04/2022
Multi-Asset Fund April 2022 30/04/2022
Property Fund Q1 2022 31/03/2022

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