A diversified portfolio service that blends traditional bonds and equities with alternative assets such as gold, commodities, and digital assets
Trades in Whisky and Soda; I joined "the city” (London financial district) in April 1998, when the FTSE 100
The Middle East is on the brink, and retaliatory attacks may lead to escalation of the conflict. Normally, we would
Trades in Soda; This year, we have discussed gold, silver, gold miners, oil, and agriculture, and boosted exposure to commodities.
Trades in Whisky; The portfolios are feeling the pull from strength in precious metals and energy, which is good news
Oil has always played an important role in my investment process. Going back to economic basics, energy is the basis
Following years of zero interest rates, the BoJ governor, Kazuo Ueda, has ended this policy. It is a clear signal
