View from Psigma Archives - Page 3 of 3 - Psigma Investment Management

View from Psigma: “How Worried Should I Be About Inflation?”

Thomas Becket • 23 September 2020

In our second of three September Views, we will attempt to address another regularly raised question from our clients: whether…

Thomas Becket • 16 September 2020

We are not sure we will ever again see a year in financial markets such as we have experienced, endured…

Thomas Becket • 06 August 2020

“Back to Reality” Like many of you possibly have or will soon be, I have just returned from a relaxing…

Thomas Becket • 08 July 2020

It’s hard to believe it has only been three months since we wrote our last valuation commentary for the end…

Thomas Becket • 22 May 2020

“Do You Yield?” Searching for Investment Income in a Zero Rate World Over the last few years, we have often…

Thomas Becket • 15 April 2020

Over the years of managing investments for our clients, we have seen a fair number of crises. In the last…

Thomas Becket • 25 March 2020

We have resisted the temptation to further update you over the last ten days, as the developments with the Covid-19…

Thomas Becket • 17 March 2020

After one of the most extraordinary periods in recent economic and market history, we thought it would be useful to…

Thomas Becket • 09 March 2020

It goes without saying that it has been a wild week in global asset markets, in many ways reminiscent of…