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Insight - Making Sense of the Narrative


In a previous post back in May, we highlighted how the UK response to Covid resembled nothing so much as an episode of Dads Army:

The Five Monkeys experiment is a classic thought experiment with implications for human behaviour.

Equity markets outside of US tech are struggling to maintain any momentum as the twin policies of economic self harm from stop-start lockdown and Election fueled Cold War rhetoric against China combine to further undermine any sort of business and investment confidence.

As we head into an atypical summer, some issues like Italian debt have been postponed (again), while others, such as regulation of hedge funds and asset managers are starting to re-emerge – as are some longer terms trends like a weaker dollar.

The allocation for a more active satellite portfolio is something that can be covered we believe by our new Multi-Theme Portfolio.