Investment News & Views

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Guardian Portfolios October 2020 Review

Heritage/Green Path Update
May 2022

  • May 17, 2022

Following the success of trend following on the Guardian portfolios which were launched in Feb 2020, we have decided to run trend-following algorithms across all of our portfolios. Trend following…

Guardian Portfolios - A low-cost tactically traded portfolio service design to grow and protect investment and pension assets by smoothing long-term returns.

Guardian Trend-following Update
October 2021

  • October 29, 2021

After a relatively strong year for equities, buoyed by continuing government and central bank fiscal and monetary support, more recent concerns around inflation, interest rate increases, the unwinding of quantitative…

Heritage Portfolios, a low-cost actively managed portfolio service designed for long-term capital growth through the use of investment trusts.

Heritage Portfolios Poised for Growth

  • May 5, 2021

Although Crossing Points Heritage portfolios’ short-term returns were impacted by the market concerns over inflation and 10-year bond yields this quarter, toward the end of March and in the beginning…

infographic illustrating responsible invetsment

Growing Back Green

  • May 5, 2021

Part of the coronavirus recovery is a move to rebuild in a more ethical and sustainable way with increased awareness around ESG investing. In preparation for the expected increase in…

Guardian Portfolios October 2020 Review

Market review and outlook
April 2021

  • April 28, 2021

The beginning of 2021 continued to be volatile for both equity and fixed income markets with market sentiment driven by rising government bond yields. Yields for 10-year Treasuries increased rapidly…