Bubble (14)

Is this a bubble or did Santa just come to town?
Equities

Is this a bubble or did Santa just come to town?

We've seen a significant rally in equities recently, which almost nullifies the drawdown we saw i...

By Emiel van den Heiligenberg

15 Dec 2021

3 min read

Penty of trouble, but no bubble
Emiel van den Heiligenberg
Economics

Penty of trouble, but no bubble

Could there be a bubble during a crisis?
By Emiel van den Heiligenberg
07 Jul 2020
2 min read
Fortnite, bitcoin and the tech bubble
John Roe
ESG and long term themes

Fortnite, bitcoin and the tech bubble

What conditions are necessary for a market melt-up? We think retail investors' participation is...
By John Roe
17 Jun 2019
3 min read
The momentum meltdown and avoiding the herd
John Roe
Equities

The momentum meltdown and avoiding the herd

Last year was driven more by investor behaviour than the market cycle. In the Asset Allocation te...
By John Roe
14 Jun 2019
3 min read
The Butterfly Effect
ESG and long term themes

The Butterfly Effect

I’m passionate about macro investing. As long as the markets are open, I don’t think about much...

By Emiel van den Heiligenberg

04 Jun 2018

3 min read

Rising rates
Emiel van den Heiligenberg
Economics

Rising rates

We are inclined to lean against the recent sell-off, which appears to be driven by excessive ...
By Emiel van den Heiligenberg
06 Feb 2018
2 min read
Artistic license to print money
Christopher Jeffery
Investment strategy

Artistic license to print money

It turns out, quite a lot. The ability of real assets to retain their inflation-adjusted value ov...
By Christopher Jeffery
20 Jan 2018
4 min read
It’s difficult at the top
Emiel van den Heiligenberg
Economics

It’s difficult at the top

Markets are grinding higher and many investors are looking to call the top of the market cycle. I...
By Emiel van den Heiligenberg
29 Aug 2017
4 min read