June 1, 2018
Blighty versus Italy
In March our headline was “Trump, Italy, and Putin raise temperature”. Plus ça change. Donald…
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 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…
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…
June 24, 2016
Opportunities on Brexit
With Brexit using up most of investors' brain power it's worth taking a moment to…
