What does the soft-landing look like?

What does the soft-landing look like?

As some head off for summer breaks, investor sentiment and portfolio positioning are at record bearish levels with many investors nursing historic losses across both bonds and stocks. Recent fiscal and monetary support is being unwound the world over at a rapid pace...
60:40 Dead or Alive?

60:40 Dead or Alive?

We hear of the imminent death of the 60:40 portfolio as interest rates normalise. At Tellsons we believe that the recalibration of asset prices in recent months – the worst start to a year for both stocks and bonds in generations is a welcome ‘burning of the...
Tellsons celebrates eighth anniversary

Tellsons celebrates eighth anniversary

Weathering repeated shocks and market volatility in the eight years since launch, the EF Tellsons Endeavour Fund is primed for growth with new hires and a refocused marketing strategy London, March 2022: Tellsons Investors LLP have marked their eight-year anniversary...
Russian pivot to an Asia rising

Russian pivot to an Asia rising

The humanitarian tragedy of Russia’s invasion of the Ukraine has descended like a pall over the world, and it is clear that defenceless civilians and the truth are as always the first victims of war.  Reading between the claims and counterclaims and peering...

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