by David Case | Jul 24, 2025 | Insights, Uncategorized
Integrating Bitcoin into passive multi-asset portfolios As the landscape of financial markets rapidly evolves, investors in passive multi-asset portfolios like the Magwitch USD Growth ETF are increasingly considering the role of cryptocurrencies. Integrating Bitcoin...
by Megan Humphrey | Jun 23, 2025 | Insights, Uncategorized
Alternatives to Cash Market Context & Investor Challenges Many clients today hesitate to invest due to market volatility and keep excess cash on hand. But with interest rates now meaningfully higher than in recent years, holding cash no longer means settling for...
by David Case | May 22, 2025 | Insights, Uncategorized
The Difficulty of Remaining on Top S&P Dow Jones Indices are market leaders in research and most people will be familiar with their SPIVA Scorecards which they release twice a year. SPIVA is an acronym for S&P Indices versus Active and the scorecard measures...
by David Case | Jul 18, 2024 | Insights, Uncategorized
Small gains result in large gains Since the launch of the S&P500 in March 1957 we have seen the index continually climb to the current levels near the all-time high of 5 600 points. The S&P 500 is a market capitalisation weighted index of the 500 largest...
by David Case | May 17, 2024 | Financial, Insights
INVESTING IN CHINA We have fielded a lot of questions over the last few weeks around investing in China. Compelling valuations and a rebounding economy have seen increased flows into Chinese stocks, earning investors double digit growth in just a single month....
by David Case | Feb 29, 2024 | Financial, Insights
BUFFER ETFs ARE TAKING MARKET SHARE FROM STRUCTURED NOTES One of the recent trends in the ETF universe has been the rise of buffer ETFs, otherwise known as defined outcome ETFs. These buffer ETFs focus on behavioural finance and the fact that many investors find...
