Our Blogs
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 [...]
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 [...]
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 [...]