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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.
LATEST WEBINAR
Blu Market Briefing - New World Order
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Two Sides to Every Coin
Why is there such a large disconnect between stock market performance and the real economy? As we watch the global economy unravelling...
Apr 20, 20203 min read
Two Sides to Every Coin
Why is there such a large disconnect between stock market performance and the real economy? As we watch the global economy unravelling...
Apr 20, 20203 min read
It's All in a Name
Why you should never judge a book by its cover. For years we have argued that the income we receive from dividends comes with substantial...
Apr 6, 20202 min read
It's All in a Name
Why you should never judge a book by its cover. For years we have argued that the income we receive from dividends comes with substantial...
Apr 6, 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...
Mar 30, 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...
Mar 30, 20202 min read
This is The End
Why it is still better to be lucky than smart. As you purvey the current carnage in the financial markets, it’s difficult not to get...
Mar 23, 20203 min read
This is The End
Why it is still better to be lucky than smart. As you purvey the current carnage in the financial markets, it’s difficult not to get...
Mar 23, 20203 min read
Boys and Men
Why crashes are a wonderful way to discern good investment strategies from bad managers. Separating the proverbial “men from the boys” is...
Mar 16, 20203 min read
Boys and Men
Why crashes are a wonderful way to discern good investment strategies from bad managers. Separating the proverbial “men from the boys” is...
Mar 16, 20203 min read
The Coronavirus Revisited
What to do when the markets are crashing. A few weeks ago, we looked at the concept of tail risk, as exemplified by the outbreak of the...
Mar 2, 20202 min read
The Coronavirus Revisited
What to do when the markets are crashing. A few weeks ago, we looked at the concept of tail risk, as exemplified by the outbreak of the...
Mar 2, 20202 min read
Elephants, Germany and Money for Nothing
Why negative interest rates may be as bad as they seem. It’s the biggest elephant in the room ever, and it seems everyone has just...
Feb 17, 20202 min read
Elephants, Germany and Money for Nothing
Why negative interest rates may be as bad as they seem. It’s the biggest elephant in the room ever, and it seems everyone has just...
Feb 17, 20202 min read
Investment Risk Guide - Part 6: Gamma
The thing about gamma, is that it is very different to all the other categories of risk. Here, we want to take high risk, we want to...
Feb 13, 20203 min read
Investment Risk Guide - Part 6: Gamma
The thing about gamma, is that it is very different to all the other categories of risk. Here, we want to take high risk, we want to...
Feb 13, 20203 min read
Everything Comes in Waves
How to manage the risk of everything going wrong. There it was again, the very tangible risk of something very bad happening. The...
Feb 10, 20202 min read
Everything Comes in Waves
How to manage the risk of everything going wrong. There it was again, the very tangible risk of something very bad happening. The...
Feb 10, 20202 min read
Liquidity - Revisited
Why everything you thought about liquidity may be completely wrong. People are obsessed with liquidity. It is the reason why UCITS funds...
Feb 3, 20203 min read
Liquidity - Revisited
Why everything you thought about liquidity may be completely wrong. People are obsessed with liquidity. It is the reason why UCITS funds...
Feb 3, 20203 min read
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