“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!
9 Aug 2021
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”
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
