Invest & Fund Blog

There is a particular kind of headline that sounds more alarming than it is. "Worst quarter ever recorded." "Investors lose money for the first time." Take those phrases out of context, and you have a compelling case for panic. Put them back in context, and you have something altogether different: a story about a sector that has, by any reasonable measure, performed wi...

One article that caught our eye recently was a punchy piece in The Telegraph weighing in on artificial intelligence, with the kind of headline that sends a chill through anyone in the housing industry: AI job losses, it warned, could break the housing market, and begin the long-deferred equity apocalypse. Their logic is seductive in its simplicity. AI displaces white-coll...

There is a particular kind of investor who does not need to be sold on the promise of instant, exaggerated returns. These are the professionals who have seen enough market cycles, enough booms and busts dressed up as paradigm shifts, the good, the bad, and the ugly, the folks who treat inflated yield projections with the scepticism they deserve. What moves them is some...