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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 [...]

A Serious Story With Some Bizarre Players

Today is the 30th anniversary of The Great Storm in 1987 – the famous one that the BBC weatherman (Michael Fish) denied would happen. Sadly there were 13 deaths in the south east of England. [...]

October 16th, 2017|Categories: Market Commentary|Tags: , , , , , |Comments Off on A Serious Story With Some Bizarre Players

1987 Great Crash – 30th Anniversary

PART 1: The years before 1987 The 1980s was a time of recovery, for markets in particular and capitalism generally. In contrast, the 1970s for the UK had been a time of huge turbulence, politically, [...]

September 15th, 2017|Categories: Market Commentary|Tags: , , , , , , |3 Comments

The Middling Revolution, China and Trump

Think of this as a part II of the earlier March of the Robots, reflecting on a (people) revolution which will drive this century, and inspire and incentivise the march of extraordinary new technology. It [...]

August 3rd, 2017|Categories: Market Commentary|Tags: , , , , , , , |2 Comments

Happy 3rd Anniversary, India & Mr Modi

The 3rd anniversary of the election result which crowned Narendra Modi as Indian Prime Minister was this week (16th May). He was given a huge mandate and promised sweeping reforms for the world’s biggest democracy. [...]

May 19th, 2017|Categories: Fund Analysis, Generating Growth, Market Commentary|Tags: , , , , |2 Comments

March of the Robots

The loss of jobs to robots in the years just ahead is an unsettling development for many. Yet the newly elected President of France, Emmanuel Macron, says he is going to modernise France in the [...]

May 17th, 2017|Categories: Market Commentary|Tags: , , , , , , , , , , |Comments Off on March of the Robots

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