Commentary
Wait for the other shoe to drop
12 July 2022 | Lindsey Lawrance

“How did you go bankrupt?” Bill asked.

“Two ways,” Mike said. “Gradually, then suddenly.”

This passage from Ernest Hemingway’s 1926 novel The Sun Also Rises is popular among financial commentators – myself included. In a humorous kind of way, it epitomises how financial entities fail. I’m a believer that the circumstances we find ourselves in rarely boil down to just one decision we’ve made. It’s the culmination of many decisions.


Wringing out the Excess
31 May 2022 | Lindsey Lawrance

What drives asset price changes? That’s a simple enough question, isn’t it? Why do share prices change every day? If nothing has happened to that company (no news or events, just business as usual), then why does the price change at all? 

The U.S. market has fallen for the good part of 2 months in a row – one of the longest stretches of consecutive weekly losses ever. So where to next?


And Then What Happens
30 April 2022 | Lindsey Lawrance

It's been a volatile month for the markets, but the real fear is inflation and what that means for interest rates. 


Use this Opportunity
31 March 2022 | Lindsey Lawrance

The markets are a bit of a roller-coaster at present. Anxiety is high and investors are wondering what inflation means, what the impact of the conflict in Ukraine will be, where interest rates are going and what China is doing. What's the investment outlook and where is the opportunity?