Humans are irrational beings, yet economic theory often assumes we are perfect decision makers. In this Quarterly Letter we examine some of the common mistakes people make, and explain how acknowledging these flaws can strengthen, rather than weaken, our investment decisions.
Lombard loans, also known as portfolio loans, allow you to borrow money against your assets such as stocks and bonds without selling your investment portfolio. This guide explains how you can use such loans to maximise your wealth.
In this edition we take a closer look at the macroeconomic events that have significantly shaped the global financial landscape in recent months, resulting in significant changes in our asset allocation. Within this context, we explore the role of dividend stocks as a potential strategy for effectively navigating the challenges posed by inflation and recessionary conditions.