Last month’s forecast for higher market volatility duly arrived during February with the S&P 500 down 3% for the month. President Trump...

US debt hit an eye watering $36 trillion earlier in 2025. That’s 12 zeros! President Trump, his officials and swathes of economic...

Investment is fundamentally a behavioural exercise—"The time to buy is when there's blood in the streets, even if the blood is your own”...

Key Highlights:  US Real GDP growth  reached 3.2%, exceeding global peers, prompting the Federal Reserve to keep interest rates on hold...

Key Highlights:  December saw record inflows into US equities , driven by optimism around domestic rebuilding policies. Valuations...

Key Highlights The decisive victory of Donald Trump in the US presidential election has fuelled optimism in equity markets, driven by...

October proved to be a roller coaster month for risk assets and portfolios overall as liquidity and positive sentiment raised valuations...

No matter how the results play out, September’s 0.5% rate cut by the United States Federal Reserve will mark a turning point for markets....

Gone are the days of a gentle August it seems. During the month, for a short period, equity market volatility denoted by the VIX Index...

We are programmed from an early age to know debt as a bad thing.  Consequences of uncontrolled debt can undoubtedly bring ruin at a...

Events surrounding the forthcoming US election and their implications pushed and pulled markets during July for the first time in several...

‘It is cyclical but, over the long term, sustainable investing and corporate engagement improve investment returns say the CEOs of Robeco...

A confluence of the business and debt refinancing cycles and some subtle electioneering from the US Treasury in the form of fiscal QE...

May proved a more positive month than April for risk assets. Notably, industrial commodities surged ahead with mainstream equities...

Overall, April marked further progress at portfolio level, although it must be noted that volatility made an unwelcome return.  In a...

The first quarter 2024 has been positive for investors in Alpha Beta Partners portfolios.  March witnessed some important milestones –...

Are the traditional areas of avoidance still fit for purpose? If responsible, principled driven investors still want to ‘do no harm’ do...

Portfolio performance proved positive again in February.  The hyperbolic nature of artificial intelligence inspired technology companies...

Some of us recall the sense of excitement into the 1999 year-end.  “Party like it's 1999” was the famous line from Prince’s number one...

At its core, portfolio optimisation is a statistical tool designed to maximise the trade-off between risk and return. A crucial factor in...