“We are drowning in information but starved for knowledge” John Naisbitt
News & Views
‘The best thinking has been done in solitude. The worst has been done in turmoil’ - Thomas A. Edison Mention of ‘Turkey’ in the summer is typically centred around a summer holiday or some unseasonal longing for a Christmas meal. In the last week or so, however,...
I admit it, I am bad at taking holidays. A few quiet hours here or a sly afternoon away from the laptop there feels much more refreshing than the forced jollity of two weeks away from the office.
It really is quite something for a single company to lose a cool US$100 billion of market capitalisation in a single day…
I am fairly certain the Irish dramatist was making reference to an index in a book but his quote is equally applicable to the world of stock market indices.
The most exciting – and busy – time of the quarter is upon us once again with the onset of the corporate earnings season.
A new quarter starts…and a new pessimism starts? Early equity market moves on first July were generally down driven by further twists and issues in the Brexit, world trade and German domestic political angst debates.
‘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 markets -...
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.
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.
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 rates, a confirmation from the European Central Bank that it is holding rates below zero for another year and the usual discussions about Brexit.