Category: IC Insights
As individuals within the investment team, we are conscious not to believe our own propaganda, ensuring our views are as balanced and logical as they can be. Placing too much emphasis on our own opinion can be dangerous, and after all, none of us have a crystal ball.
Alex Chappell
8th July, 2021
One of my fondest childhood memories was playing chess with my Grandad. I say ‘playing’… it felt like intense mental competition as an energetic 9-year-old, but hindsight would suggest ‘learning’, or being ‘taught a lesson’, are better ways to describe it. Now I’m certainly not talking as a…
Alex Chappell
4th June, 2021
The last four or so weeks have been more important than they’ve looked. Q1 was full of back-and-forth shifts, as investors tried to get to grips with how the re-opening of economies would unfold, and what implications that might have on variables such as interest rates and inflation.
DB Wood Team
6th May, 2021
The Eighth Wonder of the World…
Financial planning and investing are intrinsically linked, though we are often asked for investment tips without regard for any plan… “what can I buy to achieve high returns?” or something along those lines. The answer is usually not what’s expected, specifically because the person asking often does not…
Ashley Brooks
16th April, 2021
The eighth month of the year is usually calm and collected, as investors seek to break away for the holiday season to absorb the main trends from the year so far. That’s not too difficult in 2020 – we have an economically crippling virus, policymakers are supporting things…
The Investment Committee
4th September, 2020
Chancellor’s Summer Statement…
With the job retention scheme tapering over the summer months, there was always a need for more stimulus to protect against a quick rise in unemployment as we head towards the end of the year. The question is whether what was announced on Wednesday was enough?…
The Investment Committee
10th July, 2020
Quarter 2 2020 Investment Review…
Market Review From time to time, financial markets get disconnected from reality. Though there are few occasions where this has happened to the same extent as it has over the last three months. Economies around the world have been plunged into recession, a billion or so…
The Investment Committee
2nd July, 2020
June Performance Update – How Are We Doing & What Matters From Here?…
A famous economist once said “it is better to be roughly right, than precisely wrong”. This bares truth in investment management just as much as anywhere else. As an industry, we are obsessed with trying to forecast the future, down to specific details such as how many people…
The Investment Committee
19th June, 2020
May Portfolio Update – No Rest for the Wicked…
Hindsight is a wonderful but dangerous thing. It’s best used to constructively assess previous actions, aiming to learn lessons that can be applied to the future. Often though, it is used to manipulate a situation for one’s own interests. Questioning our high death numbers compared to other countries…
The Investment Committee
4th June, 2020
Governments in the west are spending and borrowing on a vast scale as they counter the effects of the pandemic. In the UK, public borrowing jumped to £62 billion in April alone—massively exceeding the previous monthly high of £22 billion in April 2012. Providing context, the UK government…
The Investment Committee
29th May, 2020