sam

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So far sam has created 45 blog entries.

Our usual investment commentary? No. Much more important.

At this time of the month, our investment commentary usually appears in your inbox. But this time is slightly different. To mark World Mental Health Day, we are going to shine a light on a [...]

Market Update: Iran, Thomas Cook, and The Handmaid’s Tale

While we in the UK remain Brexit-obsessed, global risks are rising, most recently the risk of Middle East conflict, with global implications. This might be the final straw which opens the trap door to somewhat [...]

Preparing for a change of government

The odds of a General Election in the next year are now about evens (11/10 with Corals). The odds of Jeremy Corbyn being the next Prime Minister are 9/4. Whatever your political persuasion it is a good [...]

Europe – basket case or overlooked opportunity?

The European elections are just ahead. Whether or not the U.K. is involved, it is a great time to review what is going on, and whether or not there is an investment opportunity. Do European [...]

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 [...]

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 [...]

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. [...]

The Politics Game: Tough Theresa vs Mad Dog vs French Farce

Just as the world of politics around the world appears to have lost the plot, up pops Theresa May and says “politics is not a game”. Before the parochial UK media loses sight of the [...]

Trump slump or boom? UK investor implications

The “Brexit effect” has continued across the Atlantic.  In the US, the alienated have again triumphed over the uninspired and the self-interested. It is important that UK investors understand the implications: The Trump mandate is [...]