Serious investment thinking that doesn’t take itself too seriously.
The capital allocators examine trends in the sector
All that glitters is (curerntly) gold – I cover the current attraction around Gold and question whether it has the potential to climb further.
"Our currency, your problem." John Connally, Treasury Secretary in the Nixon White House, uttered these words to the world's elite when he torpedoed the Bretton Woods regime's...
It is perfectly logical that the summer rally in emerging market debt was aborted the moment Powell spoke at Jackson Hole and risk assets plummeted on the expectations of 'higher...
Welcome to a slightly delayed 2022 half-year review of the UK Dividend Stocks Portfolio. My original plan was to review the portfolio in July, but work (mostly a slew...
The dividing line between Sunak and Truss has been economic policy. Sunak has tried to paint himself as the frugal guardian of the nation’s wealth, with the implication that...
Originally published June 2022. The UK’s commitment to deliver net zero by 2050 risks more than a cost of living and energy crisis. By 1 April 2027, it will be illegal to lease a...
Originally published July 2022. Just after the fall of the Berlin Wall, I moved to the city for what proved an intense and life-changing experience. Last week I travelled there...
After spending many years as an unloved also-ran, the FTSE 100 is finally getting its moment in the spotlight. While it hasn't produced any growth in 2022, it has managed...
Originally published October 2021. If there’s one thing you hear constantly in finance and investing, it’s stay liquid. That bit of advice is so common that most investors, from...
Originally published March 2022. Today, insurance, social security and modern medicine help us cope when something bad happens. As we manage risk in our day-to-day lives, we can...