Bring Back Gerald Ford

2nd November 2021 “I fear the day that technology will surpass our human interaction. The world will have a generation of idiots.” Albert Einstein. It is a real potpourri of news this month, tinged with [...]

Scary Headlines, Markets Relaxed

5th October 2021 It has been a strange couple of weeks. If you had gone to sleep in the tranquil third week of September, and woken up in the fourth, you would have been startled [...]

Market Doldrums and Excitable Xenophobia

9th August 2021 Since early May the main UK and European stock market indices and Japan have drifted sideways, Asia ex-Japan is down about 5%, and China down 12%. The US stock market is up [...]

UK Top – It’s Official

30th April 2021 Since November 2020 we have been like a stuck record highlighting the opportunities and advances in the UK.  It isn’t us being parochial – far from it. It is now a matter [...]

Cautiously Optimistic

5th February 2021 There is much which is positive and encouraging. Last year was difficult, extreme, and tragic, in so many different ways. Yet, as observed in our recent monthly commentaries, there is growing investment [...]

A Year Of Living Dangerously

13th January 2021 At the end of the last blog (“UK World Beating – seriously!”) I promised that this month the US investment mania would be covered off.  Well, the US is an asylum which [...]

UK World Beating – seriously!

15th December 2020 “Doubt is not a pleasant condition, but certainty is absurd” Voltaire in 1767 Confidence is a vital, perhaps THE vital, driver of markets.  As I write, there is evidence that confidence in [...]

Good Divorce Week

30th November 2020 We know what you’re thinking, and yes, Good Divorce Week is a real thing, created by family law firm Resolution.  The aim is to provide practical help, highlighting ways for separating parents [...]

Market Update: A travellers tale from China

06 November 2020 A COVID Quarantine Odyssey (Guest blog) Julia Zhu, China Macro Analyst, Matthews Asia [As most of the UK is now in some form of lockdown again, here is fascinating insight into how [...]

Market Update:  And Now, The End Is Near…

06 November 2020 Donald Trump did it his way.  Not with the style of Frank Sinatra – it was more Sex Pistols. Here I try and make sense of some of what has happened this [...]