Wealth Management Insights

The big ideas and important details behind our approach to preserving your wealth for the long term.

Banking update

12 May 2023 | 5 mins

Two months since the collapse of Silicon Valley Bank (SVB), we provide an update on the banking system. We continue to think the banking system looks overall healthier than in the period leading up to the Global Financial Crisis.

Not such a bad mix

11 May 2023 | 30 mins

Markets have quickly regained some poise, but it is still too soon to conclude that we are out of the banking and economic woods. In this edition of Market Perspective, we review cyclical risk and update our inflation monitor, before evaluating economic performance of different countries.

The debt ceiling - political football

27 April 2023 | 5 mins

The US debt ceiling is currently at $31.4tn and the total stock of outstanding government debt reached this level back in January. Since then, unable to issue any new debt, the Treasury has been depleting its cash balance. Despite this, we discuss why we believe the US will not default.

Meeting Mr. Market

05 April 2023 | 27 mins

Mr Market is one of Benjamin’s Graham’s famous allegories that depicts an imaginary investor who swings wildly from severe optimism to severe pessimism. In this Quarterly Letter, we’d like to illustrate how our investment approach can outsmart Mr Market’s mercurial nature and help us make smarter investment decisions.

The butterfly's wings

24 March 2023 | 20 mins

Is the collapse of Silicon Valley Bank (SVB) —and other recent banking system events—the butterfly that will cause a financial tornado? This edition of Market Perspective provides an update on the banking system and how inflation is continuing to moderate, albeit patchily.

Annual ESG Report

2 August 2022 | 30 mins

We've always invested in long-term, sustainable business. To discover how environmental, social and governance issues are embedded in our approach to wealth management, please review our ESG report.

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