The World Cup and financial markets

The World Cup and financial markets

‘The World Cup is not just a great global sporting event, it is also inscribed with much deeper cultural and political importance’ – Martin Jacques Whilst the world’s trade and diplomatic issues appear to be multiplying – and continuing to impact financial...
Invitation to Join

Invitation to Join

I hope, like me, regular readers have enjoyed Chief Investment Officer Chris Bailey’s stimulating weekly bulletins. Sharing with investors our latest reading of global markets is a key feature of our Fund. Following the introduction of our GDPR Privacy Policy I would...
Investment postcard…from Beijing

Investment postcard…from Beijing

As the expression goes, travel broadens the mind. This last weekend found me in Beijing, the capital of China, with a modest formal agenda but an innate curiosity to find out a little more what makes the country tick. I know China was not directly part of the recent...
There are always worries…so just embrace it

There are always worries…so just embrace it

‘Don’t worry about the world coming to an end today. It is already tomorrow in Australia’ – Charles M. Schulz What a last week. More trade angst as the war of words spills over into more tariffs, a German government that is wobbling, higher US interest...
Instability Watch: Time for Applecart Investing

Instability Watch: Time for Applecart Investing

Regular readers will have noted previous editions headed ‘Doomwatch’ and on one occasion, when markets were clearly going mad, ‘Eurphoriawatch’. My tongue may have been in my cheek on those occasions but I am in deadly earnest about ‘Instabilitywatch’. This is not the...