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Our Blogs

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 [...]

August 2nd, 2019|Categories: Uncategorised|0 Comments

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 [...]

May 9th, 2019|Categories: Uncategorised|2 Comments

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 [...]

April 12th, 2019|Categories: Uncategorised|1 Comment

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 [...]

February 20th, 2019|Categories: Uncategorised|1 Comment

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|1 Comment

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

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