In this note, we look at how we can construct a different Global Equity Model Portfolio using the same process of Conviction Scores and Dynamic Allocation, but looking instead at a diversified portfolio through the lens of ‘Global Themes’.

Thursday 8th September will be one of those days we all remember where we were when we heard, the day the UK lost a Monarch and the world lost a Queen. It is, quite literally, the end of an era.

This is the second in our series of posts about our various model portfolios, and looks at Global Equities from the perspective of Factors.

With the long summer holidays and so many elections coming up, there is a feeling of Policy Paralysis going on, but also a recognition that this is about to change. In particular, the failed and deadly collective of ‘Zero’ Policies – Zero Interest Rates, Zero Covid and Zero Carbon

A little noticed (by most) statement came out in early July – effectively the day of Boris Johnson’s resignation – from an unusual source, a joint press release by Britain’s MI5 and the US FBI. The statement was on China and essentially stated that the biggest threat the UK faced was from Chinese competition