We are proud to share our news, achievements and financial insights. We believe in uncommon thinking and look at issues from all angles. You can find our latest updates below.
October 2024: Investment Roadmap
The main article explores the case for small cap stocks in the US. This sector has underperformed large cap stocks in recent years, in part because of their concentration...
September 2024: Investment Roadmap
Our latest Roadmap explores the potential economic and financial policies of the two candidates in the US Presidential Election. We would regard a Trump victory as challenging for financial...
August 2024: Investment Roadmap
Our latest Roadmap shares our views on recession risk in the US. The US economy has decelerated since the spring, and the unemployment rate has risen. However, this slowdown...
July 2024: Investment Roadmap
Our July Roadmap sets out our market views for the second half of the year and into 2025. The very strong equity market returns in the first half owe...
June 2024: Investment Roadmap
Our June Roadmap focuses on the implications for global equity allocation in the event of a weaker dollar. Currencies are not in general the main driver of relative equity...
Podcast: Top Traders Uplugged – Managing Money Through Structural Shifts
Richard Urwin, Chair of the Investment Committee at Saranac Partners, joins Alan Dunne in this episode to discuss how he is approaching asset allocation at the current juncture. They...