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Investment

The cyclicality of capital allocation

February 26, 2022 by Jonathan Rochford

Cyclicality of capital allocation

With long term bond yields rising, investors are likely to allocate their capital very differently than they did in the last few years

Filed Under: Investment Tagged With: Bond Yields, Capital Allocation, Capital Investment, Investment

There’s a reason emerging markets look cheap

August 22, 2020 by Jonathan Rochford

Emerging markets road sign

Emerging markets are cheaper than developed markets for good reason, with three recent examples highlighting commonly ignored risks.

Filed Under: Investment Tagged With: Asset Classes, Cheap Deals, Emerging Markets

Short Volatility is a Legitimate Investment Strategy

February 26, 2018 by Jonathan Rochford

Market downturn

The criticism of short volatility strategies in the wake of the recent VIX spike is misguided and uniformed. If correctly managed, short volatility strategies have a history of producing outsized returns.

Filed Under: Investment Tagged With: Investment Strategy, Short Volatility, VIX

Investors Should Loiter Around the Lifeboats

December 6, 2017 by Jonathan Rochford

Lifeboat

Investors are facing a similar conundrum to a person onboard the Titanic’s maiden voyage who knows how the journey will end. The correct response to the risk ahead is to loiter around the lifeboats in credit and equity investments.

Filed Under: Investment Tagged With: Asset Classes, Investment

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