Our Blogs
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 [...]
Trump, Italy & Putin raise temperature – and don’t forget your ISA!
In our commentary at the end of January (Opportunity Knocks or Apocalypse Postponed?) we set out a blueprint for markets in the 12-24 months ahead. The ink was barely dry when the markets had their first wobble [...]
Opportunity Knocks or Apocalypse Postponed? Probably both
The December blog was a tad gloomy, “Investing in The Age Of Radical Uncertainty”. To cheer you up before the close of January here is a blueprint for the (still to come) craziest bull market [...]
Investing in the Age of Radical Uncertainty
In so many ways we appear to be living through history. It is the impact on the markets which concerns us, where behaviour in many markets is measurably and visibly extreme, from the US stock [...]
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 [...]