Investments / General

Macroscope: A new capex supercycle is on the way

Fund selection: When to hold ‘em and when to fold ‘em

Market conditions are subject to constant change, influenced by global economic trends, geopolitical events, investor speculation and unforeseen crises. These factors influence fund performance.

Life after cash - what to do as interest rates start to fall

Thinking fast and slow about valuations

The world recently learned of the passing of Daniel Kahneman, the psychologist who revolutionised economics, along with Amos Tversky and other collaborators.