Welcome to the South River Blog

Follow us to hear our latest market views, commentary and company insights from our investment team.

Our 7 favourite themes for 2019

1. High yield fixed income and emerging market debt Having sold off aggressively during the second half of 2018, this asset class is becoming attractive, in our view, yielding circa 7%. Short-dated global high yield (under three years) can be bought with yields of 5%... read more

Confessions of a Sinophile

Before the reader gets too nervous about the title, a Sinophile is someone who loves China. My birthplace of Liverpool boasts the oldest Chinese community in Europe with the biggest arch – or paifang – outside of China; a gift shipped from its twin-city of... read more

The weed revolution

Since everyone is talking about Cannabis…..I thought I’d try to get some of the facts on the table. First of all, why do we care? Over 7 billion Canadian dollars have been raised in the last 3 years in the cannabis sector[1], approximately 30 companies of note, and... read more

Our Latest Tweets

2 months ago
Thanksgiving Day followed by Black Friday…investors are bearish with the S&P500 down 10% from the high…US tech is expensive but the broader market’s sell-off will likely attract value investors looking for a Santa rally… #thanksgiving #BlackFriday
2 months ago
Yesterday was #ChinaSinglesDay, which was set up in opposition to Valentine's Day and has become the world's biggest shopping event. Jewellers see a considerable spike in sales on this day as many make the most of the 24-hr buying frenzy. More here: https://t.co/7jyfAGvwGQ https://t.co/e3hgNyUefp SouthRiverAm photo
3 months ago
US mid-term elections-could they trumpet a change in the political landscape in Washington? @SouthRiverAm's @amandabvandyke weighs in : https://t.co/EVP9QH1Q2s #USmidterms #trump #america #politics https://t.co/eK0ac2mIY8 SouthRiverAm photo

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