Serious investment thinking that doesn’t take itself too seriously.
The UK was headed towards a serious inflationary spike long before the Russians invaded and destroyed much of Ukraine. Food, energy and other commodity prices were already rising...
Could this provide a ‘Goldilocks’ scenario? Economic commentators and central bankers seem at last to be taking inflation risk seriously, rather than assume that current...
We all need reminding of why investment returns are so important for so many in the private sector. Until the 1980s most employees retired on pensions provided by their employers...
With all that is distracting commentator’s attention there is one issue that is travelling below the radar, but if in years to come we look back on the Covid 19 era and the final...
As I mentioned in my last missive, markets are reacting to expectations of the future rather than the horrors of the present. At the time of writing, despite its welcome...
Jo Welman’s thoughts about the macro investment outlook communicated to his investment clients: At the close of business last night the FTSE 100 had fallen 43% in 2020 and the...