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...
The art of deal

The art of deal

‘You pray for rain, you gotta deal with the mud too. That’s a part of it’ – Denzel Washington You can buy Donald Trump’s book ‘The Art of the Deal’ online for the equivalent of a couple of cups of coffee. In terms of what he writes you can get the gist by...
A record level for the FTSE-100 index

A record level for the FTSE-100 index

‘Congratulations. I knew the record would stand until it was broken’ – Yogi Berra I kind of feel the same way about records as Yogi Berra does in the quote above. The biggest influence on stock market records is typically not economic growth (although that...