

This article was first published in May 2018. Investing is usually a matter of judgment as well as calculation. What will do well, and what will do best over the period you envisage? Investing in books — or art of any kind — includes this element,...
Books as investments

Structural polarisation is already well under way
Investors must urgently review their portfolios to ensure they are aligned with the major changes taking place – it’s happening faster than you think. It is widely acknowledged that real estate is set to see widening polarisation in performance, but the speed at which...
Structural polarisation is already well under way

Triple B or not triple B? That is the question…
For income-hungry investors that have hoovered-up corporate debt in recent years, this really matters. Call me nostalgic, but investment grade (IG) credit just isn’t what it used to be. Theoretically, IG bonds and borrowers are highly unlikely to default. In practice…...
Triple B or not triple B? That is the question…

Millennials — different burdens to bear
It’s popular to group millennials together as one cohesive group and compare like-for-like. But they are a diverse bunch that share as many differences as they do similarities. Where comparisons are useful is in determining how this generation will drive future...
Millennials — different burdens to bear

An Insider’s Guide to Wine Investment
To the uninitiated, wine might seem a relatively high-risk investment, but the data tells a different story. Long-term returns from wine investment can be very good, in fact. Last year, wine was the best-performing of all passion asset classes. Below, we find out why,...
An Insider’s Guide to Wine Investment