Quarterly Report Q3 2025
n the world of financial markets, where a tendency towards complexity and intellectual cartwheels often obfuscates simple truths, it can be clarifying to speak to someone who is one step removed.
Read moreResponsible Investment Report No.17
This past quarter was marked by ‘proxy season’, the time of year when companies open their doors to shareholder scrutiny through Annual General Meetings (AGMs). Troy’s Investment Team has cast 100 votes at 68 company meetings so far, weighing in on a wide range of proposals.
Read moreQuarterly Report Q2 2025
So-called ‘Liberation Day’ on 2nd April saw a continuation of the predictable unpredictability characteristic of Donald Trump. This has been exhausting to many, irritating to some and pleasing to others, who had hoped and expected this administration to follow through with his trade policies.
Read moreQuarterly Report Q1 2025
As events unfold, it can be difficult to parse out what will make it into the history books and what will be consigned to the ash heap. Only with the benefit of time do things become clear and sometimes, even with the benefit of centuries, it can be ‘too early to say’.
Read moreQuarterly Report Q4 2024
The late, great Paul Volcker, the towering former Federal Reserve chair, said in 2009 that “the ATM has been the only useful innovation in banking for the past 20 years”. As the Investment Manager of Personal Assets Trust ‘PAT’, we agree with the sentiment that most complex investment bank products are not good for customers.
Read moreMulti-Asset Insights – Equity
Troy’s Multi-Asset Strategy seeks to protect our investors’ capital and increase its value over the long term.
Read moreQuarterly Report Q3 2024
As a politics graduate, I have a disproportionate interest in the subject. I also recognise the distraction that political outcomes pose to investors, often adding mere noise, to be ignored, if we are to succeed.
Read moreQuarterly Report Q2 2024
There is nothing wrong with admitting that you don’t know something. What makes investing so fascinating and sometimes frustrating is not knowing all the answers.
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