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2024 Mid-Year Market Update

8 July 2024 Dear Fintax Investor As we have reached the mid-year, we can take stock of the year-to-date performance of various countries and regions and consider the outlook for the remainder of the...

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Surviving History

Collecting can be an addiction. I have it. Mine is vintage watch collecting. My collection of vintage pocket watches stretches all the way back to the mid-1800s. The watches themselves are...

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Index Concentration & 250 Year Averages

Global equity markets delivered their strongest monthly performance thus far in 2024 after a disappointing April. However, most of recent global equity index rises can be attributed to a few key...

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Volatility and Extremes

Market volatility has become heightened both in the lead up to the U.S. elections taking place in November, and the uncertainty of the interest rate reduction as inflation persists. Sector pricing...

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2023 Review & 2024 Outlook

After a tumultuous 2022 calendar year, 2023 turned out to be an excellent calendar year for global equity markets, with the MSCI All Countries World Index rising by 22.2% in USD terms. This is...

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The Dark Side of Social Media

Nothing vast enters the life of mortals without a curse - Sophocles 406 BC J. Robert Oppenheimer headed up The Manhattan Project, responsible for the research and design of the atomic bomb during...

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Watches & Wonders

How wonderful are watches? Time personified in a little machine on your wrist. From Jewelry to Timekeeping Wristwatches are a relatively new phenomenon. Prior to World War I wristwatches were...

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Superconducting Alchemy

The Philosopher's Stone Imagine Isaac Newton toiling away in a dark room attempting to find the process which could transform lead into gold. This was the basic philosophy of alchemy and the pursuit...

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Taking Shelter from Inflation

Please find below a link to research article by Maple-Brown Abbott Investment Managers on the benefits of holding infrastructure as a form of protection against inflation....

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Classic Signs of Speculation – GMO

In a recent article GMO noted that more than half of U.S. Growth stocks have negative earnings, yet Growth stocks have dramatically outperformed in the past few years. Please click on the link below...

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