Category: Uncategorized

What? At the time of writing, the price of gold is at or close to its all time high and in 2024 YTD its returns have even outpaced those of a strong equity market. But does that mean that investors should now shy away from investing in the yellow stuff? Not necessarily, in our view.…

A while ago I was part of a conversation amongst a group of friends, we were discussing markets and approaches to investing. At a certain point one of group said, ‘you just need to buy high calibre equities’. While that sentiment makes perfect sense and is logical for any investor to understand, it did make…

What? Nations globally are increasing spend on defence as we live in a world of heightened conflict and geopolitical instability. In a similar way to so many other segments, technology is at the heart of the evolution and increased sophistication of defence. Defence technology continues to grow and thrive regardless of economic cycles or market…

What? We live in a digital world where almost everything is done (or can be done) online – from shopping, to banking, to working. Our world is being shaped by advances technology, as we are seeing from the rise in AI and in particular Generative AI. While this is very exciting, it also opens up…

In thematic investing, using ETFs to get broad exposure to themes and megatrends is usually the way to go. In fact, we’d go as far to say that as a general rule most retail investors should invest using ETFs rather than single stocks anyway, whether investing thematically or not. That might seem like a bold…

To recap, thematic investing is investing into the trends and themes that are shaping the world of today and tomorrow. Rather than investing into specific single stocks, the best way to ensure maximum exposure to the theme is often via an ETF that invests into all companies exposed to the theme. That way, you receive…

Simply put, thematic investing is being aware of the themes and megatrends that are shaping our world and investing in them. There are many incredibly fascinating themes and megatrends that are driving the world and society of today and tomorrow, and the companies in those trends have the potential to thrive and grow over the…

Stay tuned for thematic investing insights geared towards everyday investors.