Currencies Confused Revisited
There are few things in life more frustrating than dealing with currencies. Maybe that is why so many people choose to ignore them...
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Christian Armbruester
- Aug 20, 2018
- 3 min
The Problem With Being Too Clever
For those of us who like the financial markets for what they are, it is difficult to find true alternatives. We all know the story about...
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Tom Tardif
- Jul 30, 2018
- 2 min
Investing for Children
Thank you to Mrs M for asking us to present our thoughts on investing for children. “I have recently made a decision to put the money in...
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Christian Armbruester
- Jun 25, 2018
- 3 min
The Three Things You Need To Get Right In Every Trade
As we have so often pointed out, investing is really simple if you take it for what it is. You are taking a bet, which you believe has a...
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Christian Armbruester
- Jun 18, 2018
- 3 min
The Wonderful World of Equities
Equities are an amazing asset class. Not only have the markets gone up for more than 100 years, but also the way we buy shares of...
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Christian Armbruester
- May 29, 2018
- 2 min
The Thing About Timing
We all know that being at the right place at the right time is what makes most great success stories. So too, as far as the world of...
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Blu Family Office
- May 21, 2018
- 0 min
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Christian Armbruester
- May 21, 2018
- 3 min
Investing Made Simple: Part 1 - The Zero-Sum Game
The thing about investing is that there are always two sides to every trade, e.g. in order for one to buy something, another has to be...
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Christian Armbruester
- May 18, 2018
- 1 min
Podcast: Distressed Strategy
Christian Armbruester, CIO, explains a component of our high risk strategy, 'Gamma'.
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Christian Armbruester
- May 8, 2018
- 3 min
What To Do About Risk Management
The thing about risk, is that there is uncertainty. By definition, anything other than 100% means we come up short by some measure and...
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Christian Armbruester
- Apr 30, 2018
- 2 min
The Risk of Not Investing Revisited
We meet a lot of people. It is one of the advantages of investing across a large universe of different strategies and, of course, being a...
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Christian Armbruester
- Apr 16, 2018
- 2 min
Size of Bet Revisited
All else being equal, I think we can all agree that we would risk more on things when we have a higher degree of comfort that they will...
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Christian Armbruester
- Apr 9, 2018
- 2 min
Should You Have to Like Your Investment Manager?
It’s an interesting question really – would you give your money to someone whom you have personally met and didn’t like? To my...
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Christian Armbruester
- Mar 14, 2018
- 2 min
Tail Risk Revisited
The risk in financial markets has increased, by measure of the rather large and sudden price swings we have had since the beginning of...
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Christian Armbruester
- Mar 12, 2018
- 3 min
Man Makes Machine and Where It Goes Nobody Knows
People always seem surprised when they learn that more than 60% of financial market volumes are now driven by machines. Maybe it’s...
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Christian Armbruester
- Feb 19, 2018
- 2 min
The Bond Liquidity Fallacy
The yield curve is a most amazing construct. It beautifully illustrates where risk is priced when it comes to credit. The longer you tie...
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Christian Armbruester
- Jan 22, 2018
- 2 min
The Great Equity Bull
The stock market rally since March 2009 is now on the longest winning streak in living memory. Can it continue? Clearly, we don’t know...
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Nick Rees
- Jan 16, 2018
- 4 min
What Private Lending Can Do for Your Portfolio
The hunt for yield amid stubbornly low interest rates is arguably the most pressing problem facing High Net Worth Individuals today....
1,186 views0 comments
Christian Armbruester
- Jan 15, 2018
- 4 min
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...
102 views0 comments
Christian Armbruester
- Jan 10, 2018
- 7 min
Diversifying Investment Risk, Rather Than Trying to Predict the Future
Christian Armbruester, CEO, explains why we eschew traditional strategic asset allocation approaches, focusing instead on diversifying...
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