Articles

Why We Have No Strategic Allocation to Gold

Why We Have No Strategic Allocation to Gold

"All that glitters is not gold; Often have you heard that told: Many a man his life hath sold But my outside to behold: Gilded tombs do worms enfold." - The Merchant of Venice Gold recently hit a 7-year high with the recent talk of military conflict between the US and...

We have no 2020 outlook

We have no 2020 outlook

A very happy new year! At this time of the year, fund managers like to do a review of markets in the past year and a forecast or outlook for the coming year. Occasionally, a few would compare – usually when they are right – the market in review versus their initial...