For the avid readers of our blog, it probably won’t come as a surprise that we don’t like so called 'equity income funds'. Don’t get us wrong, we like high quality stocks that pay dividends just as much as anyone. The issue for us is simply, that we don’t like to take...

The yield curve is a most amazing construct. It beautifully illustrates where risk is priced when it comes to credit. The longer you tie up your money, the higher the interest you can expect to receive, as clearly it is less risky to lend for a week than it is for 30 y...

I first came across the intricacies of virtual reality in the film “Strange Days” (1995) with Ralph Fiennes. For those of you who can’t remember this cult classic, it deals with the illegal sale of virtual reality-like recordings that allow users to experience the emot...

Our astute readers will remember that we wrote on the subject of alpha a few months ago What Actually is Alpha?  But as we wake up to a week of heavy stock, bond, and commodity market losses, we thought it prudent to revisit the subject matter.  Particularly, as it is...

Please reload

Sign up to our mailing list here and never miss a blog post
Featured Posts

Profile piece: Christian Armbruester, CIO and founding principal, recently interviewed with Citywire about Blu Family Office


Please reload

Search By Categories
Please reload

Follow Us