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C8 Weekly Bulletin: Return to Income

BY ROBERT MINIKIN
Whilst the New Year's recovery in stock markets has grabbed much of the headlines, we also note that last year's fixed income sell-off has created opportunities in income products.  This week we illustrate this using C8 Studio, with income-generating indices from Vettafi. Read more →

Thoughts From the Divide: When The Facts Change

BY JON WEBB
It has been a big news week. So much so that it’s quite hard to decide which was the biggest story. It’s certainly hard to ignore the announcement that Mr. Biden will not be running for re-election and has endorsed his VP, Kamala Harris. We generally try to avoid offering opinions on politics because a) it is not our day job and b) it’s a surefire way of making half your readers hate you. That said, we do think VP Harris’ exhortation to consider “What can be, unburdened by what has been” is good advice for both investors and policymakers. Read more →

Thoughts From The Divide: Julian Brigden’s Latest Interview

BY JON WEBB
In lieu of this week’s Thoughts From The Divide, we wanted to share Julian's latest interview with Ted Oakley, Managing Partner at Oxbow Advisors. In this engaging discussion, Julian addresses economic, stock market, and extreme political instability. In this engaging discussion, Julian addresses economic, stock market, and extreme political instability.  Read more →
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