Investing For Inflation
The Case for Commodities: Greenflation and Copper as the new Crude If the shockwaves that commodities have sent through the economy are now self evident, then what’s less known is how supply shortages in raw materials came to pass in the first instance. Whilst software as a service companies were garlanded by investors throughout the […]
In Gold we Trust
Currency Climate Change and Gold as a future international reserve asset Bullion, for the reasons set out below, is due to shine once more. Gold is scarce. It’s independent. It’s not anybody’s obligation. It’s not anybody’s liability. It’s not drawn on anybody. It doesn’t require anybody’s imprimatur to say whether it’s good, bad, or indifferent, […]
Quad Regime Investing
Considering the Alternatives: Navigator Approach to Portfolio Management How best to protect and grow wealth? The conventional approach is to diversify an investment sum across certain asset classes – both defensive and growth orientated, such as equities and bonds. We’ve spent the last 15 years considering the optimal means of doing so, across a range […]