INSIGHTS

We look at everything, so you don’t have to. We keep you updated on anything that we feel is important, provide insights on all that is relevant, and seek to educate on the things that matter.

Managing Wealth Effectively

Equities - Creating your Own Index

Citywire - How BLU is doing away with predictions

Alternative Investments Explained

Darling Buds of May, Revisited

Why equities are resisting temptation. The temperatures are starting to rise, Spring is in the air, and it is time for that question we...

Christian Armbruester

May 10, 20212 min read

Economics 101

Why simple economics makes everything so easy to understand. Economics is defined as the social science that studies how people interact...

Christian Armbruester

Mar 29, 20213 min read

Ten Fearless Predictions

Why we all need a bit of fun. As we have often said, our investment philosophy is not mired in the prediction game. That is because...

Christian Armbruester

Mar 15, 20213 min read

Holding Pattern

Why the world better get busy living soon. The markets are in a weird place and have been for a very long time. Lest we forget that the...

Christian Armbruester

Feb 8, 20212 min read

Event Risk

How should we be positioned for the US election, Brexit and COVID-19? I like events, and the bigger they are the better. The reason is...

Christian Armbruester

Oct 26, 20202 min read

Female Dogs and Blind Chickens

Why betting on prices falling isn’t as easy as it looks. Hindsight is a beautiful thing, particularly when it comes to predicting market...

Christian Armbruester

Mar 30, 20202 min read

Looking for Genius

I suppose we all think that by applying our mind and all that we have learned in years of study, we can add value when looking at the...

Christian Armbruester

Sep 23, 20192 min read

Neil Woodford And The Philosopher’s Stone

It’s amazing that by the mere mention of the name, an entire story can now stand on its own. The person that was Neil Woodford is now a...

Christian Armbruester

Jul 8, 20193 min read

Something for Nothing

In the world of investments there are few things we know for certain. Nonetheless, we buy assets in the hope that the prices will go...

Christian Armbruester

Mar 18, 20192 min read

When Genius Fails

Let’s say, that you can call it right for no other reason than you are just that smart. You can read charts, you understand the...

Christian Armbruester

Feb 18, 20192 min read

Holding Everything Else Constant

I love the very first thing you learn in economics: holding everything else constant, we can study the reaction of one with the other. It...

Christian Armbruester

Dec 17, 20182 min read

The Blind Chicken

I think we can all agree that markets can go up and down. The trick is to buy things when they are at the bottom and sell them when they...

Christian Armbruester

Nov 12, 20183 min read

Captain Hindsight To The Rescue

If you look at history, some of the decisions with the biggest impact on the world were seemingly taken completely at random. How else...

Christian Armbruester

Oct 1, 20182 min read

The Prediction Game

In today’s globalised and hugely efficient financial world, where trillions of Dollars and Euros are deployed in nano seconds, you are...

Christian Armbruester

Jan 15, 20184 min read