by David Case | May 26, 2026 | Insights, Uncategorized
130 Years of Stock Market Indices: The Journey from 12 Stocks to Global Benchmarks On this day 130 years ago, in May 1896, Charles Dow introduced a simple yet transformative idea: he calculated the average share price of 12 industrial companies to provide a snapshot...
by David Case | May 5, 2026 | Insights, Uncategorized
In our latest video, we delve into the evolving landscape of offshore investing, specifically focusing on the intersection of thematic ETFs and the rise of Artificial Intelligence in global markets. This session provides a detailed breakdown to selecting high-growth...
by Megan Humphrey | Feb 26, 2026 | Insights, Uncategorized
The Rise of the Rest: EM ETFs Positioned for Global Outperformance After one of the most powerful three-year equity rallies in decades, investors are asking a simple but pressing question: Where do investors go next? Increasingly, the spotlight is shifting away from...
by David Case | Jan 26, 2026 | Insights, Uncategorized
From Horses to ETFs: Why Better Structures Win (Quietly, Then Completely) If you had to commute into work today, there is a chance you cycled, a chance you used public transport, but most likely, you drove your own vehicle. One thing we can say with near certainty is...
by David Case | Dec 11, 2025 | Insights, Uncategorized
2025 – The Year in Review The ETF Industry is set for a record year as measured by net flows. As we see this segment of the market continue its popularity we look have provided this handy guide on what happened in the year. The ETF industry has grown to around...
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....
