… the “war chest” of cash in money market funds that was built up early in the pandemic has been barely dipped into
16 Aug 2021
Jassy: Jeff’s Fresh Prince
Most of the world’s leading
companies have a public
figurehead who has charted the company’s rise to where they are
today
10 Aug 2021
Monthly Viewpoint – July 2021
In the face of a rapid spread of the delta variant, with daily Covid case numbers up almost 80% in July from June levels, concerns about the sustainability of growth re-emerged.
9 Aug 2021
Value is in the Eye of the Beholder
“Beauty is in the eyes of the
beholder” is a phrase I’ve often found myself replying in retort – we are sadly not all blessed with
looks that appeal to the masses!
2 Aug 2021
A Summer of Competition
Over the last 10 years there has been $199.8bn of equity investment across 1,553 unique companies in the space economy
26 Jul 2021
All eyes on the US
The economic recovery that is underway is likely to see a period of growth we haven’t seen in decades
19 Jul 2021
Value Investing Redux
… 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”
