By Lewis Johnson - Chief Conclusion Prolonged market rallies act as a reinforcing mechanism to investors reaching for that extra yield without pausing to consider the risk associated with their actions. By no means is[…]
By Lewis Johnson - Chief Conclusion Rising political risks combined with worsening credit quality and central bank tightening are among the most important themes for investors to consider when making capital allocation[…]
By Lewis Johnson - Chief Conclusion Steel tariffs, and those on aluminum too, are much in the headlines. We maintain our long-held bullishness on the U.S. steel sector for reasons that have nothing to do with tariffs,[…]
By Lewis Johnson - Chief Conclusion The market is a humiliation machine. When you are being the most rational, the market makes you look the most stupid. This is not a bug, it’s a feature. Why? Because the rational[…]
By Lewis Johnson - Chief Conclusion The most pressing problem that we attempt to solve for our clients is how to grow their hard-won savings thoughtfully. Money only grows when it takes risk – but what risks to take?[…]
