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...
The business cycle in focus

The business cycle in focus

High inflation, rising interest rates, and pandemic disruption to global supply chains are issues that we are all facing, investors and consumers alike. Investment markets have been grappling with their effects for months now, and together with war in Ukraine, the...
Sheltering from the storm

Sheltering from the storm

“There’s an east wind coming all the same, such a wind as never blew on England yet. It will be cold and bitter, Watson, and a good many of us may wither before its blast.” – Sherlock Holmes, ‘His Last Bow’  Outside the British Embassy in Moscow...
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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