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Q4 2025 Investment Commentary

Happy New Year and welcome to our latest Investment Commentary. As we begin 2026, this edition will start with a...

Investment Research: A Fund Manager Update

Since President Trump won the US election, there has been a lot of second guessing as to how his Presidency...

Investment Note 2015

A Look Back at 2014 The purpose of this note is to reflect on the past year and to comment...

Market Update – May 2014

We highlighted the volatile start to 2014 in our last market update in February and since then the volatility has...