Blighty versus Italy
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 [...]
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 [...]
From Emperor Trump to Lewisham East via Qingdao
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 [...]