Latest Blog Posts Market Ethos - It's not 2008 all over again Published Date: 22 March, 2023 Author: RWL It’s fair to say that investors remember the last bear market the best; the one before that is a hazy memory, and if they have been... Read more Market Ethos - No crystal ball Published Date: 14 March, 2023 Author: RWL It is fair to say we spend a good portion of our time researching, thinking and talking about what will happen this week, next week... Read more Investor Strategy: Look through the zigs and zags Published Date: 08 March, 2023 Author: RWL Our view remains – markets can move higher on signs of softening inflation and clearly can move lower on signs of more inflation. Looking... Read more Market Ethos - Taking stock Published Date: 28 February, 2023 Author: RWL The S&P 500 is roughly where it was two years ago, around 4,000. Since then, it has visited 4,800 (+20%) and 3,600 (-10%) – clearly... Read more Market Ethos - Theme of the story: Discipline Published Date: 14 February, 2023 Author: RWL Looking at a 100+ page report from a leading thematic fund management company discussing their thoughts on the big ideas for 2023,... Read more