portfolio management

Shiny New Toy

In the realm of investment management, one of the most challenging tasks is convincing clients that jumping onto the bandwagon of the latest, most sophisticated thematic funds might not be the silver bullet they’re seeking for their portfolio. It’s a tricky situation when a portfolio is underperforming. Most times, doing nothing is probably the best […]

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Mastering Investment Success: Low Agency vs. High Agency Information Diets

In the world of investing, where information flows endlessly and financial markets are ever-evolving, mastering the art of making informed decisions can be a daunting task. Every day, investors are bombarded with a deluge of data, news, tips, and advice. This information overload is akin to navigating a vast ocean of noise, making it crucial

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