Investing Insights

“Alternative” Thinking for Modern Portfolios

When building a portfolio, we think about investments within broad categories, known as “asset classes”. While stocks and bonds are often familiar categories for our investment clients, there is another category which might be less well understood: “alternatives”. This article focuses on explaining what we mean by alternatives, and the role they play within portfolios.

Managing Drawdowns Without Breaking Strategy

Charities face a unique set of challenges when it comes to managing the drawdown from their investment portfolios. These challenges are amplified when drawdowns are not approached strategically.

A Crisis not Concluded but Contained

In last month’s Outlook, we noted that with both stock and bond markets challenged in March by the escalating conflict in the Middle East, the important thing for investors is to understand how the conflict ultimately will affect the “real economy”.

Gold: diversification, protection and the importance of price

In this article we explore what’s going on with gold and if it deserves a place within your portfolio.