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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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. [...]
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, [...]
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 [...]
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 [...]