by Tavistock Asset Management | May 16, 2022 | Economy, General Stories, Uncategorized
RUSSIA TRADE Written by Sekar Indran – Senior Equities Portfolio Manager, Titan Asset Management Our thoughts are with everyone impacted by the deeply saddening Russia-Ukraine conflict. We wish for peace, human rights and unity to prevail. Please note...
by Tavistock Asset Management | Apr 20, 2022 | Economy, General Stories, Uncategorized
TIP OF THEICEBERG Written by Andrew Pottie – Senior Fixed Income Portfolio Manager, Titan Asset Management In July 2019 we initiated a position in treasury inflation protected securities (TIPS). These securities generate positive returns from two drivers:...
by Tavistock Asset Management | Apr 6, 2022 | Economy, General Stories, Uncategorized
The Commodity Carve-Out Written by Jonah Levy – Portfolio Manager – Physicals, Titan Asset Management Global markets in 2022 have exhibited abnormal volatility. Inflation readings sit at multiples of central bank targets around the world, and a...
by John Leiper | Mar 3, 2022 | Economy, General Stories, Market Updates, Uncategorized
COP26 Revisited Written by James Peel – ESG Portfolio Manager – Titan Asset Management COP stands for ‘Conference of the Parties’ and is the decision-making body of the United Nations Framework Convention on Climate Change (UNFCCC). The purpose of COPs is...
by John Leiper | Feb 23, 2022 | Economy, General Stories, Uncategorized
Bubbles and Dividends Written by Steve McGregor As I wrote in late January, it has been a volatile start to 2022. For the last couple of years, markets have enjoyed central banks pumping lots of money into the system and Governments adopting a friendly taxation...
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