“Year 1862: amid the chaos of the American Civil War, the three gunslingers Blondie, Angel Eyes and Tuco (a.k.a. the Good, the Bad and the
30 Jul 2020
The SpaceX Factor
On Saturday night at 22:11 hours I was fortunate enough to see the International Space Station (ISS) blazing across the darkening London skyline at 17,000mph.
27 Jul 2020
How flow can you go?
The selling was broad based with even passive funds showing a rare negative flow print, so why the rush for the door and are investors cashing in their UK equity chips too early?
22 Jul 2020
‘The Great Disconnect?’
There are few certainties in markets and economies and with most countries globally facing what could be the worst economic collapse in the post-war era, it is surprising to see markets and most risk assets continue their remarkable rebound.
20 Jul 2020
2020 – a rollercoaster ride
How to sum up 2020 so far? A rollercoaster is probably the best way to describe it; both from an emotional perspective but also in terms of what the markets have been up to.
13 Jul 2020
Socially (Un)Acceptable
The inexorable growth of environmental, social and governance (ESG) awareness has been impossible to ignore. Social criteria can be difficult to measure and they don’t necessarily lend themselves to quantitative metrics that environmental and governance matters might.
6 Jul 2020
Lessons from Japan
It remains to be seen whether, like other airborne viruses, COVID-19 is more infectious in winter, leading to a fresh spike in cases, but in any event we think the world is significantly better prepared for new waves and hence the impact should be smaller. Therefore, while acknowledging this risk to markets, it has not persuaded us to de-risk the portfolios further.
