Asset Allocation: Stay defensive for now
We wrote last month about the snap sell off at the start of August. Luckily the markets stepped rather away from that during the rest …
We wrote last month about the snap sell off at the start of August. Luckily the markets stepped rather away from that during the rest …
It’s difficult to write about what happened in equity markets in July when one is very aware that what happened at the beginning of August …
Continue reading “Stay defensive: Equity markets have woken up to risks”
We wrote last month that we felt that performance in the sector could get worse, even after a torrid start to the month. And, unfortunately, …
Continue reading “Stay defensive, no reason to get positive”
We’re conscious as we write this that the beginning of June has already not been a great time for battery raw materials equities and there …