This issue covers our human nature of feeling twice as much pain from an investment loss as we do pleasure from a gain, and while it can be tempting to view our investments daily, the key to long-term investment success is being invested over the longer term.
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Newsletter – January 2024
Our theme this month is Albert Einstein’s Eighth Wonder of the World – The Power of Compounding.

Newsletter – May 2022
Introducing our new Active Global manager, Intermede, and a taste of some of their investments.

Newsletter – May 2025
This month our theme this month is time in the market vs timing the market. Avoiding the perils of emotionally driven investment decisions, which can often lead to missed opportunities and lower overall returns.

Newsletter – April 2024
This month we take a deep look at SRI vs ESG investing. A growing number of investors want to encourage companies to act responsibly in addition to delivering financial returns. ESG and SRI are often used interchangeably, but have important differences.

Newsletter – May 2024
Our theme this month is diversification. Diversifying investments can mitigate risk by balancing the ups and downs of individual shares, and individual countries to reduce their impact on your entire portfolio. A diversified portfolio is more resilient because it’s designed to capture growth while providing relative security during market downturns.

Newsletter – April 2025
This month our theme is making sense of the “Liberation Day” tariffs, how these events unfolded and what this means for your investments.