Do we need to backpedal on our view of the economic cycle model?
Tony Yarrow questions whether it is possible to explain current developments in terms of the traditional model of economy-wide cycles.
General Election 2019
With the benefit of hindsight, the result of a general election always seems inevitable, and Thursday’s election was no exception. In our latest piece, Tony Yarrow discusses the election and...
Time to turn away from bonds?
Equity investors now come to the market for income, while bond investors are seekers of capital return. Wise Funds Ltd's Vincent Ropers discussed why it might be time to turn...
Wise Funds - 2020 Outlook
At this time of the year fund managers are often asked to provide their outlooks for the year ahead, and we are no exception. In the document below, we look...
Ten Trusts for Income
Investment trusts are a happy hunting-ground for value investors. When assets are trading at distressed levels, the investment trusts which invest in those areas are normally at discounts, providing us...
Is the value investment style about to make a comeback?
Over the latter side of 2019, the value investment style conversation has had a growing presence within financial services. Here in Tony's latest blog he looks to answer the main...