… as Mark Twain said, “A classic is something that everybody wants to have read, and nobody wants to read”
14 Jul 2021
Monthly Viewpoint June 2021
The global recovery continued to build momentum during the second quarter, driven by developed markets, where vaccine rollout is proving to be decisive in lifting pandemic restrictions.
12 Jul 2021
A Euro black swan passes by
“Despite the defeat, one of many bright spots for England has been
the redemption of manager Gareth Southgate”
5 Jul 2021
Past performance is not indicative of future results
A Fund Managers performance can dictate whether they become a hero or villain in the eyes of the public
21 Jun 2021
For what it’s worth
‘Relying on such a public pricing mechanism implies a high level of faith on efficient markets and to believe there is no such thing as “the madness of crowds”
14 Jun 2021
This time may be different
History tells us that letting the
inflation genie out of the bottle is a lot easier than putting it back again
10 Jun 2021
Monthly Viewpoint May 2021
Confidence in economic recovery continued to mount in May, with most data and forward indicators pointing to a period of exceptional growth underway.
7 Jun 2021
Macro Matters
We don’t believe in investing on the basis of macro, but nor do we ignore it
24 May 2021
Be smart, be decent: empower women
Gender discrimination is not only terribly wrong, but also plain stupid
