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…
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,…
March 1, 2017
Parallels with 1987?
Last month we covered US over-valuation, and events since demand more comment. On many previous…
February 1, 2017
Market complacency
For years there was a leadership vacuum in the West, exemplified by the unwillingness of…
November 25, 2016
Trump – calmer reflection, and opportunities
“The problems of victory are more agreeable than those of defeat, but they are no…
November 9, 2016
Trump slump or boom? UK investor implications
The “Brexit effect” has continued across the Atlantic. In the US, the alienated have again…
