December 12, 2017
Investing in the Age of Radical Uncertainty
In so many ways we appear to be living through history. It is the impact…
August 3, 2017
The Middling Revolution, China and Trump
Think of this as a part II of the earlier March of the Robots, reflecting…
May 19, 2017
Happy 3rd Anniversary, India & Mr Modi
The 3rd anniversary of the election result which crowned Narendra Modi as Indian Prime Minister…
May 17, 2017
March of the Robots
The loss of jobs to robots in the years just ahead is an unsettling development…
April 18, 2017
The Politics Game: Tough Theresa vs Mad Dog vs French Farce
Just as the world of politics around the world appears to have lost the plot,…
October 27, 2016
UK stock market – both swirling risks and opportunities
We probably spend more time reviewing the UK stock market than any other because it…
August 4, 2016
What is helicopter money? (Part II)
In the last few days Japan has announced a $45bn package of what is effectively…
August 4, 2016
What is helicopter money? (Part I)
Helicopter money is coming. This is a very significant change which will have a huge…
June 24, 2016
Opportunities on Brexit
With Brexit using up most of investors' brain power it's worth taking a moment to…
May 13, 2016
People are angry
People are angry. This is what polls tell us throughout the developed world. This dissension…
