Investment officeJuly 1 2020Chief Investment Officer Update: US Government Bonds – Trouble Ahead?A mismatch in demand and supply of US Treasuries is growing apace and could lead to increased lending rates regardless of central bank official rates.2 mins read
Investment officeJune 24 2020Chief Investment Officer Update: Shifting SandsStJohn Gardner, Chief Investment Officer, provides a thought-provoking update this week on 'shifting sands' where he looks at the universal response to the pandemic from the perspective of number of different industry trends.3 mins read
Investment officeJune 10 2020Chief Investment Officer Update: European Rescue PackageSandaire's CIO, StJohn Gardner, touches upon the European rescue package and its implications in his weekly investment update.2 mins read
Investment officeJune 3 2020Chief Investment Officer Update – Hong Kong in the US China struggleStJohn Gardner, Chief Investment Officer, gives his weekly update following the knock that the troubled US-China relationship took last week.3 mins read
Investment officeMay 27 2020After years of markets favouring growth companies, is it time for a reversal to fundamental value?StJohn Gardner, Sandaire Chief Investment Officer, discusses whether after years of markets favouring growth companies, is it time for a reversal to fundamental value?2 mins read
Investment officeMay 20 2020The Benefits of Active Diversification in Times of StressStJohn Gardner, Chief Investment Officer, offers views this week on the benefits of active diversification in times of stress, the importance of good currency management and how, over the long term, the different responses to events of the various types of investible assets usually helps in reducing portfolio risk as a whole. 3 mins read
Investment officeMay 6 2020Have ETFs contributed to market volatility?ETFs have come under some criticism over the past month. StJohn Gardner, Sandaire's CIO, looks at whether they have contributed to market volatility.2 mins read
Investment officeApril 29 2020Lifting LockdownsStJohn Gardner, Chief Investment Officer, offers his views on 'lifting lockdowns' and the likely impact on economies.2 mins read
Investment officeApril 22 2020Unravelling GlobalisationChief Investment Officer, StJohn Gardner, offers commentary on 'unravelling globalisation', including views on the UK's lack of PPE (personal protection equipment) for the country’s healthcare workers and looks ahead at potential further government protectionist involvement in the private sector.2 mins read
Investment officeApril 15 2020Progress from the Oil TurmoilStJohn Gardner, Sandaire's Chief Investment Officer, discusses the historic deal to cut oil output that was struck over the weekend. 1 min read
Investment officeApril 9 2020Investment Office First Quarter Update 2020Sandaire’s Chief Investment Officer, StJohn Gardner, gives an investment update on 2020 so far, the impact of Covid-19, 2020 outlook and a summary of the markets at this time. 2 mins read
Investment officeApril 8 2020ESG Strategies Outperform: Sandaire Investment Team UpdateSandaire's Investment Team provide their weekly update. This week they look at ESG strategies and how they are outperforming.2 mins read
