FOMO in the death zone
This weekend I watched Top Gun 2. Good movie, nothing on the original, but a great soundtrack, specifically the Kenny Loggins song: […]
Q1 2023 – quarterly perspectives
Performance Review So far this year, the ACUMEN Portfolios have lagged the IA sector benchmark. This is due to our defensive positioning […]
Q1 2023 – sustainable investment report
October 2022 On 25/10/22 the Financial Conduct Authority (FCA) published an exciting consultation paper, CP22/20: Sustainability Disclosure Requirements (SDR) and investment labels, […]
Q4 2022 – quarterly perspectives
Performance Review On an absolute basis the ACUMEN Portfolios have fallen in value since the start of the year. This is unsurprising […]
Q4 2022 – Quarterly ESG report
Commentary The purpose of this section is to build a narrative around our approach to sustainable investing. Included in this section are […]
Rotations & dividends
Back in November 2020 I wrote a blog, Nothing Is More Powerful Than An Idea Whose Time Has Come, in which I […]
Performance update – March 2022
In my January commentary, the aptly named ‘Bumpy Start’, I concluded by saying that recent events, and extreme market volatility, necessitated a […]
Bumpy start – January CIO commentary
It’s been a volatile start to 2022. For the last two-ish years, markets have enjoyed a buy-the-dip mentality as pro-growth fiscal and […]
Turning Nuclear
Turning Nuclear Nuclear energy is at a tipping point. Following years in the wilderness there is growing enthusiasm around nuclear power as […]