Perspectives

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The long road to recovery

May, 2017

At our recent ISG conference, we noted that “risks appeared to be more political than macro-economic.” Despite the undoubted upheaval associated with Trump, Brexit and the raft of European elections that will occur this year we tend to forget that large parts of the world economy are still operating well below potential, at least, relative […]

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The impact of currency

May, 2017

At Tacit, late in 2016 we began to think differently about international exposure in portfolios for UK investors. After many years when international diversification reduced the overall volatility (a measure of risk) of a Sterling portfolio, we began to question if the events of 2016 could change the behaviour of portfolios as UK investors know […]

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