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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

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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