CUBECAPITAL

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Cube Capital Discussion is all things related to personal finance, as well as anything we find interesting.

January 2024 Strategy Review

January 2024 Strategy Review

Dear Partner 2024, as we noted in our last update, has started on a very positive footing, quite contrary to this time last year. This…


February 6, 2024

Robert Craig


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Navigating the UK Government Bond Market

Navigating the UK Government Bond Market

A Guide for Investors in a Changing Interest Rate Landscape In the ever-evolving world of investments, one question frequently asked by…


January 19, 2024

Robert Craig


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2023 End of Year Review

2023 End of Year Review

2023 Review. Markets & strategies brief Markets/Economics This time last year, it was hard to find any strategist who had an optimistic view…


January 11, 2024

Robert Craig


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October 2023 Review

October 2023 Review

By Portfolio Advisor Paul Sedgwick Dear Partner The past few months have been ones in which perhaps hope and reality have caught up with…


November 9, 2023

Robert Craig


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Quantifying the Value of Financial Advice

Quantifying the Value of Financial Advice

In the world of financial advice, proving its worth is often nebulous. In a study I've been reading, Vanguard has attempted to do this and…


September 21, 2023

Robert Craig


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August 2023 Review

August 2023 Review

By Portfolio Advisor Paul Sedgwick Dear Partner August can often be unsettling for capital markets; liquidity is poor, and as a…


September 8, 2023

Robert Craig


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July 2023 Review

July 2023 Review

"Tech stocks continued to dominate, but the rally's breadth increased in July, although for a change US equities lagged modestly Europe" B…


August 8, 2023

Robert Craig


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H1 2023 Review

H1 2023 Review

"The first six months of 2023 saw the focus move to what is being dubbed the "fourth industrial revolution", as the anticipated growth in…


July 20, 2023

Robert Craig


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May 2023 Review

May 2023 Review

"Our portfolio was not immune to the general sell-off in asset prices, Alphabet benefited from the rise in AI-exposed stocks, as did…


June 10, 2023

Robert Craig


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April 2023

April 2023

The stealth rally in equities continues to confound investors around the globe, as positioning to equities remains low


May 5, 2023

Robert Craig


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March 2023

March 2023

"...real interest rates in all major developed economies are still negative, helping support the case for equities."


April 6, 2023

Robert Craig


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Time in the market, not timing the market

Time in the market, not timing the market

This simple phrase is the best piece of investment advice I have ever been given. In turn I try to share it with anyone and everyone as much…


March 23, 2023

Robert Craig


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February 2023 Review

February 2023 Review

"Cheap money led to investors chasing outsized gains in hope over experience; we took the tortoise over the hare approach"


March 9, 2023

Robert Craig


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January 2023 Monthly Review

January 2023 Monthly Review

Markets are out the gates and running for 2023! "Global stocks had their best start to a year for four years as the Nasdaq had its best…


February 9, 2023

Robert Craig


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2022 Portfolio Reviews

2022 Portfolio Reviews

"Periods of uncertainty are always uncomfortable, but these are the periods to remain resolute, look for opportunities and continue to focus…


January 23, 2023

Robert Craig


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November 2022 Review

November 2022 Review

"This month saw the Total Return Balanced Portfolio step into positive territory for the year" By Portfolio Advisor Paul Sedgwick Dear…


December 7, 2022

Robert Craig


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October 2022 Review

October 2022 Review

Another monthly review, another PM! However, it does appear that the revolving door that is number 10 has stopped spinning for now. By…


November 8, 2022

Robert Craig


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September 2022 Review

September 2022 Review

The Conservative party ushered in their 4th leader in 6 years only for some members of her own party to threaten to oust her within weeks of…


October 11, 2022

Robert Craig


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August 2022 Review

August 2022 Review

Augusts annual symposium at Jackson Hole was the catalyst for the mid-month reversal in markets. By portfolio advisor Paul Sedgwick Dear…


September 9, 2022

Robert Craig


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July 2022 Review

July 2022 Review

It is said that stocks take the stairs up and the elevator down. This month they appeared to take the elevator back up, with the best…


August 4, 2022

Robert Craig


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What can businesses do with surplus cash?

What can businesses do with surplus cash?

There are many different options available to businesses for what to do with surplus cash. We’ll explore some of these below. Clearly there…


August 4, 2022

Robert Craig


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June 2022 Review

June 2022 Review

By Paul Sedgwick Portfolio Advisor Dear Partner As the first half of the year draws to a close there have been few areas for savers to hide…


July 8, 2022

Robert Craig


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May 2022 Review

May 2022 Review

By Paul Sedgwick – Portfolio Advisor Dear Partner Despite little improvement in the outlook for the global economy, stock and bond investors…


June 8, 2022

Robert Craig


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April 2022 Review

April 2022 Review

By Paul Sedgwick – Portfolio Advisor Dear Partner, Another tough month for global asset prices as the Global equity index fell around…


May 5, 2022

Robert Craig


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March 2022 Review

March 2022 Review

By Paul Sedgwick – Portfolio Advisor Dear Partner, March started in the same vein as January and February. Equity markets were already under…


April 12, 2022

Robert Craig


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2021 PORTFOLIO REVIEWS

2021 PORTFOLIO REVIEWS

Performance Highlights (Gross) Total Return Balanced 8.10% Total Return Equity…


January 26, 2022

Robert Craig


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What is Quantamental Investing?

What is Quantamental Investing?

Over the last ten years, active managers have found it increasingly difficult to beat benchmarks. It’s arguable that the markets have become…


May 3, 2021

Robert Craig


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What are negative interest rates?

What are negative interest rates?

The Bank of England (BoE) has been gearing up banks for the potential of negative interest rates for sometime now. BoE policy maker Silvana…


March 29, 2021

Robert Craig


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5 KEY AREAS TO WATCH (INVESTMENTS 2021)

5 KEY AREAS TO WATCH (INVESTMENTS 2021)

It’s always hard to give outlooks and predictions, take 2020 as a prime example! Anyone looking at investment strategies for retirement or…


January 23, 2021

Robert Craig


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2020 STOCK MARKET & ECONOMIC REVIEW

2020 STOCK MARKET & ECONOMIC REVIEW

Robert speaks with portfolio advisor, Paul Sedgwick, about 2020. It’s hard to boil down into a brief review what 2020 meant for investors…


January 22, 2021

Robert Craig


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US ELECTION (SIR CHRISTOPHER MEYER)

US ELECTION (SIR CHRISTOPHER MEYER)

Robert speaks with Sir Christopher Meyer, former UK Ambassador to the US, about the upcoming US election. He shares first-hand insights into…


October 15, 2020

Robert Craig


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TECHNOLOGY IN BUSINESS

TECHNOLOGY IN BUSINESS

Robert talks with Professor Leslie Willcocks from the London School of Economics. They discuss the future of work in a post coronavirus…


May 18, 2020

Robert Craig


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