by lpioAdmin | Jan 12, 2026 | Investment Letters, Perspectives
As we turn the page on 2025, it has been pleasing to see many themes for which we were positioned play out during the year. No less encouraging is the fact that the rationale for several of these remains intact. Take our exposure to commodities, where we see certain...
by lpioAdmin | Dec 2, 2025 | External, News
We are very pleased to announce our partnership with Firenze. As Portfolio Lending Specialists, Firenze’s solution allows our clients to access a flexible lending facility without disturbing their underlying investments. This partnership builds on our wider...
by lpioAdmin | Oct 8, 2025 | Investment Letters, Perspectives
The past three months have felt like a crescendo of political noise. The diplomatic style of the current US administration is forcing a reaction from their counterparts across the world; very much Trump’s intention in some cases. For investors, politics has always...
by lpioAdmin | Jun 30, 2025 | Investment Letters, Perspectives
The second quarter produced a few events which appear genuinely historic in nature. Whether or not they prove transformational for financial markets will depend on the degree of follow-through from politicians around the world, particularly in relation to trade and...
by lpioAdmin | Jun 16, 2025 | Market Views, Perspectives
” If we lost the dollar as the world currency… that would be the equivalent of losing a war.” – Donald Trump The US dollar (USD) has long stood as the dominant reserve currency of the world, underpinning international trade, financial markets and central bank...
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