Our Blogs
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 [...]
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 [...]
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 [...]
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 [...]
Blighty versus Italy
In March our headline was “Trump, Italy, and Putin raise temperature”. Plus ça change. Donald Trump raises most people’s temperature most days. In recent 6 monthly client reports we highlighted the growing risk of cyber [...]
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 [...]