Market Focus
Markets & Portfolio Interest
A genuine interest in understanding financial markets — how they work, what drives them, and how to construct portfolios that navigate them intelligently.
Asset Classes Tracked
Across the capital markets spectrum
Global Equities
UK and international equities with a focus on fundamental analysis, sector rotation, and factor investing. Particular interest in UK mid-cap and global quality growth.
Fixed Income
Government and corporate bonds, credit spreads, and duration management. Tracking the UK Gilt market and investment-grade credit in the context of the rate cycle.
Global Macro
Cross-asset views driven by monetary policy, fiscal dynamics, and structural economic shifts. Focused on G10 macro and EM exposure.
Foreign Exchange
GBP/USD, EUR/USD, and DXY dynamics. Interest in how currency movements affect international portfolio returns and hedging strategies.
Alternatives
Real assets, private equity dynamics, and infrastructure. Understanding the liquidity premium and role in institutional portfolio construction.
Commodities
Energy, precious metals, and agricultural commodities as inflation hedges and diversifiers. Oil macro and gold's role in a multi-asset portfolio.
Sample Allocation
Theoretical multi-asset allocation
A balanced long-term allocation illustrating diversification across asset classes. This is not investment advice — it represents a framework for thinking about portfolio construction.
Portfolio Theory
Frameworks that shape my thinking
Modern Portfolio Theory
Markowitz mean-variance optimisation, the efficient frontier, and practical constraints on classical MPT in modern markets.
Factor Investing
Value, quality, momentum, low volatility, and size factors. Understanding systematic risk premia and their practical implementation.
Risk Management
Value at Risk, drawdown analysis, tail risk, correlation breakdown, and stress testing across multi-asset portfolios.
Asset Allocation
Strategic vs tactical allocation, liability-driven investing, risk parity, and the role of alternatives in institutional portfolios.
Reading List
Texts that shaped the thinking
The Intelligent Investor
Benjamin Graham
A Random Walk Down Wall Street
Burton Malkiel
Principles for Navigating Big Debt Crises
Ray Dalio
Expected Returns
Antti Ilmanen
Active Portfolio Management
Grinold & Kahn
The Man Who Solved the Market
Gregory Zuckerman