INSIGHTS

Sound Thinking

Sound Thinking

Sound Thinking: Finding Comfort in An Uncomfortable World

Finding Comfort in An Uncomfortable World It’s that time of year again to form expectations for the next 12 months. Since the last time we released our start-of-the-year Sound Thinking, the world has changed entirely. It is difficult for investors to look forward to 2021 with much certainty. However, in the latest Sound Thinking, our… More

January 2021

Sound Thinking: Knowing Where You’re Going Matters

Knowing Where You’re Going Matters What you believe matters – it drives your behavior, which drives the outcomes you get. This is true in investment portfolios, just as it is in life. In our latest Sound Thinking, our Chief Investment Officer Ian Toner reiterates the five key things underlying our investment beliefs, and describes why… More

June 2020

Sound Thinking: The Judgmental Waiter

March 2020

Sound Thinking: Ten thoughts for 2020

January 2020

Four rules of outsourcing

March 2019

Priorities for 2019

January 2019

Rating the rate of rerating of rates

May 2018

Balancing Paranoia and Complacency

March 2018