MARKET THINKING

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Insight - Making Sense of the Narrative

Invest with Market Thinking in a UCITS global equity fund, developed in collaboration with Toscafund, a UK and HK-based specialist investment manager, harnessing the power of behavioural finance through thematics and factor ETFs.

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J.M Keynes famously noted that “The market can remain irrational much longer than I can remain solvent” and the notion of bubbles and ‘irrational exuberance’ is built in to much observation and commentary on markets, leading to embedded positions of perma bulls or, more usually, perma bears.

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