/Our Blogs

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 [...]

December 10th, 2018|Categories: Uncategorised|0 Comments

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

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 [...]

June 1st, 2018|Categories: Market Commentary|Tags: , , , , , , , |2 Comments

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 [...]

March 15th, 2018|Categories: Market Commentary|Tags: , , , , , , , |Comments Off on Trump, Italy & Putin raise temperature – and don’t forget your ISA!

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 [...]

January 29th, 2018|Categories: Market Commentary|Tags: , , , , , , , , , |Comments Off on Opportunity Knocks or Apocalypse Postponed? Probably both

Archives