Why betting on prices falling isn’t as easy as it looks.

Hindsight is a beautiful thing, particularly when it comes to predicting market crashes and I am seeing a lot of chatter on social media asking “well, why didn’t you just go short?”. For those readers who are not...

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 despondent. It is in times like these that we turn to music to help us lift our spirits, or wallow in self-pity. I can recommend the most...

Why crashes are a wonderful way to discern good investment strategies from bad managers.

Separating the proverbial “men from the boys” is a great exercise in times like these. When markets come under duress, is when you really find out who has got a good handle on their...

Why the Coronavirus may be the best thing that ever happened.

It really is difficult at the moment to talk about anything other than this horrible little virus that has come out of China and is holding the world hostage. There is real panic out there, and when half the...

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 Coronavirus. It seems the worst is not over, and financial markets have taken quite a beating in the last few days. Where do we go fro...

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


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