December 2, 2019
Election Update: Market expectations, opportunities, and tax hits
With the election next week, it is good time to look at how markets might…
October 10, 2019
Our usual investment commentary? No. Much more important.
At this time of the month, our investment commentary usually appears in your inbox. But…
September 23, 2019
Iran, Thomas Cook, and The Handmaid’s Tale
While we in the UK remain Brexit-obsessed, global risks are rising, most recently the risk…
August 2, 2019
Preparing for a change of government
The odds of a General Election in the next year are now about evens (11/10…
May 9, 2019
Europe – basket case or overlooked opportunity?
The European elections are just ahead. Whether or not the U.K. is involved, it is…
April 12, 2019
India: The democratic giant goes to the polls
The greatest exercise in global democracy has just started. It is the Indian general election,…
February 20, 2019
China, Trump, and Cyber Conflict
Surprisingly for us, one of the most popular blogs last year was the one which…
December 10, 2018
2018 – “Peak Year”
It has been a crazy year, but certainly not catastrophic. Reflecting on 2018 I couldn’t…
August 20, 2018
With markets calm, the risks aren’t in the headlines
Trade wars. “No deal” Brexit. More Russian sanctions. Italexit. Interest rates up. Turkey in turmoil…
June 15, 2018
From Emperor Trump to Lewisham East via Qingdao
It has been a fascinating week across a range of largely political rather than investment…
