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Europe – basket case or overlooked opportunity?

The European elections are just ahead. Whether or not the U.K. is involved, it is a great time to review what is going on, and whether or not there is an investment opportunity. Do European [...]

May 9th, 2019|Categories: Uncategorised|0 Comments

India: The democratic giant goes to the polls

The greatest exercise in global democracy has just started. It is the Indian general election, as 900 million people have the opportunity to decide the next steps for the fastest growing major economy in the [...]

April 12th, 2019|Categories: Uncategorised|0 Comments

Market update: China, Trump, and Cyber Conflict

Surprisingly for us, one of the most popular blogs last year was the one which had a heavy emphasis on the risk of cyber war. The issue of cyber security has moved more into the [...]

February 20th, 2019|Categories: Uncategorised|Comments Off on Market update: China, Trump, and Cyber Conflict

2018 – “Peak Year”

It has been a crazy year, but certainly not catastrophic. Reflecting on 2018 I couldn’t move beyond the idea of “peaks”.  It’s always dangerous to call even one peak – the scope for egg on [...]

December 10th, 2018|Categories: Uncategorised|1 Comment

With markets calm, the risks aren’t in the headlines

Trade wars. “No deal” Brexit. More Russian sanctions. Italexit. Interest rates up. Turkey in turmoil – more important than you might think, with European banks very exposed. You would be forgiven for thinking we’re all [...]

August 20th, 2018|Categories: Market Commentary|Tags: , , , , , , , |1 Comment

From Emperor Trump to Lewisham East via Qingdao

It has been a fascinating week across a range of largely political rather than investment issues.  But the political back-drop continues to cast a big light on the investment outlook.  Here’s a ramble around the [...]

June 15th, 2018|Categories: Market Commentary, Uncategorised|Tags: , , , , , , , , , , , , , , |Comments Off on From Emperor Trump to Lewisham East via Qingdao

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