Investment Conundrums: Heartwood's Graham Bishop On Recessionary Warning Signs And 'boiling Frog' Syndrome

Graham Bishop of Heartwood Investment Management
The location and timing of the next recession is a key asset allocation concern for Heartwood Investment Management, with the firm currently predicting a downturn originating in the US in late 2019, according to investment director Graham Bishop.
Bishop, who joined Heartwood from Citibank in May 2017 and is responsible for tactical asset allocation, said "mounting inflation pressure" and its impact on central bank policy is another area the team...
Gyrostat Capital Management: The Hidden Architecture Of Consequences
When Structures Themselves Become A Risk In portfolio construction, risk is rarely where we look for it.... Read more
Gyrostat November Outlook: The Rising Cost Of Doing Nothing
Through the second half of 2025, markets have delivered a curious mix of surface tranquillity and instabi... Read more
Gyrostat Capital Management: Blending Managers - From Style Diversification To Scenario Diversification
The Limits of Traditional Diversification For decades, portfolio construction has ... Read more
Gyrostat October Outlook: Beneath The Calm, The Cost Of Protection Rises
Even as global equity indices remain near record highs, the pricing of risk is shifting quietly ben... Read more
Gyrostat Capital Management: Solving The Nastiest Problem In Finance
Retirement Income and Sequencing Risk Executive Summary ... Read more
