The Insights
At TILLIT we are big believers in learning and broadening our horizons. Our Insight articles cover everything from the here and now in our Market reviews, to short and long reads about the fundamentals of investing, as well as unique thought pieces from leading fund managers in The Opinion, and much more.
Ask Gabby: Is there a case for having both passive and active funds in my portfolio?
As part of our mission to bring investment expertise to your doorstep, I'm answering your personal finance questions. If you have a question for the Ask Gabby column, you can submit it here.
Read moreMonthly Market Update - April 2023
April gave investors some respite after an eventful March. Economic data remained resilient, although stresses in the banking system persisted. Equities continued to rise, bonds fared well though bank woes, wage inflation and the potential for a US government default weighed on investors' minds. Headwinds picked up once more at the end of April as we continued to see a fallout from monetary tightening in the financial sector. Another US bank closure increased investor concerns about liquidity risks which could lead to an issue of solvency.
Let’s talk about bonds
Bonds are often seen as the boring cousin to equities and stock investing, but they are actually a fundamental part of the global investment universe. In actual fact, the bond market is larger in terms of capitalisation at the global level than the equity market. What this means in simple terms is that there are more bonds and there's more money in bond investing than equity investing. But what are bonds and what do you need to know about them? Let's dig into it.
Read moreQuarterly investment review - Q2 2023
Inflation was exhibiting signs of tentative moderation towards the end of 2022, leading many to believe the interest rate outlook in 2023 would moderate and therefore provide some guidance on asset pricing. It hasn’t quite worked out as hoped. Persistent inflation and challenges in the banking sector have put pressure on central banks’ interest rate policies, which has made for a pretty volatile first three months of the year.
Read moreAsk Gabby: My investments have lost money, what next?
As part of our mission to bring investment expertise to your doorstep, I'm answering your personal finance questions. If you have a question for the Ask Gabby column, you can submit it here.
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