Insights from Connectum

We write about management, finance and markets to help you gain insight and greater understanding of today’s market and trends.

Raising Modern Portfolio Theory (MPT) from the Dead

21-11-2017 | Market Trends

Connectum Partner Richard Stott helps explain in this article why the tried and tested ideas behind Modern Portfolio Theory are still applicable for investors and why Connectum uses it as a fundamental framework for Connectum's portfolios .

Brexit from a Norwegian perspective

28-06-2017 | Market Trends

Brexit - which we now in the process of – changes the EU and challenges Norway. Brexit belongs to the category of heavy political events that also change the mindset of large sets of voters.

Brexit – now what?

24-06-2016 | Market Trends

The UK woke up on Friday morning to a vote to leave the EU, the Prime Minister is set to leave office in October and the markets are suffering a bout of jitters. We all knew that these were possibilities.

Brexit – keep calm and carry on!

23-06-2016 | Market Trends

With the referendum to remain in, or leave, the European Union upon us, we thought it would be a useful time to provide some reassurance that the investment portfolio that we look after for you is well positioned to weather any investment storms ahead.

Twisting the facts on active management – redux

24-05-2016 | Comments

Today’s post is a blast from the past. In reality it’s an article I wrote for the FT back in 2010 in answer to a an article by an analyst and head of research at a division of ABN Amro.

23-05-2016 | Market Trends

If we were remaking a Western, the fund salesman would be the nattily dressed guy on a soapbox selling the latest cure for all the ailments known to man.