Over the weekend we had confirmation that Joe Biden has won the race to become the next President of the United States of America. Despite Trump claiming election fraud, vowing legal action and thus refusing to concede, Biden is set to take up residence in the White House.
6 Nov 2020
Inflated expectations?
It has been one of the main discussion points of the past three years, five years and even decades in the case of Japan: will inflation return? Low prices and ultra-low rates must surely end at some point; or maybe not… We are amid a pandemic and going through a period of depressed economic activity, so why would inflation even register on investors’ radars?
23 Oct 2020
What does Jam have to do with successful investing?
In early 2000 a couple of US academics published a research paper on decision making, and while the experiment was not investment focused, the lessons
19 Oct 2020
Relationship Problems
With the US election now just two weeks away, investors are busy forming expectations on the result and looking at the potential policy implications of
12 Oct 2020
Ipse dixit? No, thanks
Pythagoras was a clever man: philosopher, cosmologist, musician and mathematician. His famous theorem within Euclidean geometry is one we all learn at school, despite the
5 Oct 2020
The Perfect Storm
If readers cast their minds back to February this year, they will remember the horror that unfolded on the high seas with dozens of cruise
28 Sep 2020
The Long & the Short of What’s Next
This week heralds the start of the final quarter of 2020. What an extraordinary year it has been thus far. Of course, for investment managers,
17 Aug 2020
Fast forward 10 years
For those gamers out there, who have ever enjoyed the likes of SimCity, TROPICO or even Age of Empires, former R&B singer and now entrepreneur
10 Aug 2020
Safe Hands for Troubled Times
In a world where unprecedented events seem to be happening with regular occurrence, it is more important than ever to find stewards of capital with
3 Aug 2020
Spaghetti Western
“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
