Posts Tagged ‘risk management’
Growth Diversified Strategy (GDS): August 2026 Investor Update
The GDS Portfolio navigated a challenging global environment in August, marked by political uncertainty, elevated volatility, and ongoing conflict in the Middle East. Against this backdrop, the Portfolio delivered a positive return of +0.87%, with notably low volatility.
Read MoreGrowth Diversified Strategy (GDS): June 2026 Investor Update
The GDS Portfolio continued to make steady progress in June despite a demanding global environment shaped by political uncertainty, market volatility, and conflict in the Middle East. Our priorities remained clear: preserve capital, control risk, and maintain effective diversification.
Read MoreGrowth Diversified Strategy (GDS): May 2026 Investor Update
The GDS Portfolio continued to navigate a challenging global market environment in May, shaped by political uncertainty, elevated volatility, and ongoing conflict in the Middle East. Against this backdrop, our focus remained firmly on capital preservation, disciplined risk management, and maintaining a well-diversified investment approach.
Read MoreGrowth Diversified Strategy (GDS): April 2026 Investor Update
In April, the GDS Portfolio delivered a positive return of +0.6914%, while maintaining notably low volatility. Against a backdrop of considerable market turbulence, this steady performance demonstrates the strength of our risk management framework and the resilience of the portfolio’s diversified approach.
Read MoreGrowth Diversified Strategy (GDS): March 2026 Investor Update
We continue to operate in a dynamic global environment shaped by significant political developments and elevated market volatility. While such conditions challenge traditional investment approaches, they also reinforce the value of our disciplined and diversified strategy.
Read MoreGrowth Diversified Strategy (GDS): February 2026 Investor Update
February served as a reminder that markets can shift quickly when geopolitics takes center stage. The escalation of tensions involving Iran injected fresh volatility into global markets, particularly across metals and commodity markets.
Read MoreGrowth Diversified Strategy (GDS): December 2025 & Year-End Review
December marked the close of a year defined by exceptional political and market turbulence. Renewed uncertainty surrounding Donald Trump’s actions and policy direction triggered sharp shifts in investor sentiment, elevated volatility, and rapid rotations across asset classes. In this environment, capital discipline and risk control proved paramount.
Read MoreThe Global Fightback: Political Fracture, Power Shifts, and What They Mean for Markets in 2026
The early weeks of 2026 have already delivered a clear message to investors: the global political landscape is becoming more confrontational, less predictable, and increasingly resistant to established power structures.
Read MoreGrowth Diversified Strategy (GDS): November 2025 Performance Highlights
We continue to navigate a dynamic global environment characterised by significant political developments and elevated market volatility. While such conditions challenge traditional investment…
Read MoreGrowth Diversified Strategy (GDS): October 2025 Performance Highlights
We continue to navigate a dynamic global environment marked by significant political developments and heightened market volatility. While these conditions test traditional investment approaches, they also underscore the importance of our disciplined, diversified strategy.
Read MoreAnd Just Like That, The Lights Went Out
We all sat around – no phones, no internet, and no idea whether we were making money or losing it on our open positions.
Aside from my time in Africa in the 80s, when blackouts were a regular part of life, the last time I lived through serious power cuts was in the UK during the miserable 1970s
We Know the Goal, but Tomorrow’s Chaos? Anyone’s Guess!
In recent years, I’ve emphasized that significant geopolitical shifts are increasingly shaping capital markets. While some might question why we’re mixing politics with finance (like mixing cheap tequila with poorly thought through speculative decisions…
Read MoreOf all the weeks to get crucified by the markets, Easter might be the most ironic
After all the times I’ve preached about staying unemotional in trades – cutting losses, avoiding the trap of “marrying” a position – I did exactly what I always warn against. I held on too long, didn’t follow my plan, and ended up with losses worse than I had expected.
Read MoreA Brief Moment of Reflection and Explanation
According to the latest data, since Donald Trump took office, the United States has seen over $3 trillion in promised investment, creating taxpaying jobs for many Americans.
Read MoreIt’s a Fire Sale!
It’s been a hell of a week – literally. A fire at my house has caused significant damage, and let’s just say my wife is less than impressed. As I sit here writing this, I’m still waiting for the insurance guy to turn up, which means I’m currently camping at the in-laws. Not exactly the five-star accommodation I had in mind, but hey, at least the foods decent.
Read MoreForget EUR/USD. The popular trade is now in OMB/TCZ!
This catchy acronym represents “Orange Man Bad” versus “That Clown Zelensky,” which captures the current geopolitical buzz. Without delving into the rights and wrongs of recent events, let’s focus on how these dynamics have and will shape our investment strategies.
Read More Macro Research
The Great Rotation
When market themes change, they can be very subtle from one sector to the other. For example, tech to oil short term bonds to long term or from one region to another. A few of these types of changes happened over the last couple of months I think are worth exploring. The last decade…
Read More Macro Research
Tech Wreck 2.0
It’s quite clear certain parts of the market such as crypto, saas and other duration linked assets in Tech has recently had a fall from grace reminiscent of the .com bust. How deep this goes will depend purely on central bank policy, of which I’ve tried to argue a fall in risk assets is actually…
Read More Macro Research
What To Expect from The Fed This Week?
This Wednesday the Fed will be announcing its next rate hike. Reading over some of the commentary from fed speakers we can see that 50BPS looks to be on deck. This has also been priced in by the market as we can see below in the Fed watch tool by the CME. We will also…
Read More Macro Research
After Inversion Comes?
In my first note, I asked the question, will the yield curve invert? With 5s30s and more importantly the 2s10s inverting on 31/03/22, the guessing game is over! The inversion although an important part to start a countdown on a risk off set up. It’s a steepening of the yield curve that comes after an…
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