asset allocation

Bullish on equities

Equity markets worldwide keep nudging record highs despite political anxieties - nuclear explosions in North Korea, Brexit implosions in Europe and Trump outbursts in the US.

Caused by three factors

With many asset classes having been pumped up to high valuations by central bank stimulus, we are concerned that investors are no longer receiving particularly generous rewards for taking market risk.

City Hive's Shah joins as adviser

The outlook for US equities is a highly contested point between market participants today, with even Janet Yellen joining the fray saying: "Forward price-to-earnings ratios for equities have increased to a level well above their median of the past three...

Many successful funds nearing capacity

Accounts for 24% of our energy needs

Despite outcome of French elections

Responsible for tactical asset allocation