The commodity carve-out

Global markets in 2022 have exhibited abnormal volatility. Inflation readings sit at multiples of central bank targets around the world, and a plethora of rate hiking cycles have begun in attempts to combat this. Muted capital expenditure during the pandemic has left supply chains in tatters, and producers scrambling to secure inputs.

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Importance of foreign exchange

I want to begin this blog by firstly taking time to explain why foreign exchange is an important part of portfolio composition and why as investors you should be paying close attention to currency exposure, as it could be driving or eroding your investment returns.

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COP26 revisited

COP stands for ‘Conference of the Parties’ and is the decision-making body of the United Nations Framework Convention on Climate Change (UNFCCC).

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Bubbles and dividends

As I wrote in late January, it has been a volatile start to 2022. For the last couple of years, markets have enjoyed central banks pumping lots of money into the system and Governments adopting a friendly taxation environment.

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