TMAI

A diversified portfolio service that blends traditional bonds and equities with alternative assets such as gold, commodities, and digital assets

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Focus on Quality
TMAI · The Multi-Asset Investor, Morris on Markets, Traditional Markets, Professional Investor and Pro tiers

Focus on Quality

Trades in Whisky and Soda; With financial markets stabilizing, I am adding two new investments to the portfolios. It is

Peak Rates and the Yen
TMAI · The Multi-Asset Investor, Morris on Markets, Traditional Markets, Professional Investor and Pro tiers

Peak Rates and the Yen

Trade in Soda; Last week, the central banks signalled that the interest rates have peaked. That doesn’t mean we

Market Dislikes the Long-Term
TMAI · The Multi-Asset Investor, Morris on Markets, Traditional Markets, Professional Investor and Pro tiers

Market Dislikes the Long-Term

We live in an era of divergences, and the collapse of the bond market is behind it. Perhaps not just

Equity Momentum Wanes
TMAI · The Multi-Asset Investor, Morris on Markets, Traditional Markets, Professional Investor and Pro tiers

Equity Momentum Wanes

With bonds in crisis mode, this is a good time to revisit market momentum and look at the state of

Southern Asian Growth Outshines
TMAI · The Multi-Asset Investor, Morris on Markets, Traditional Markets, Professional Investor and Pro tiers

Southern Asian Growth Outshines

Trade in Whisky; Bond yields have been pushed higher again, but there was a relief yesterday when a Fed official