Inflation is still a big concern joined now by questions over the sustainability of the economic recovery. Emerging markets generally are flagging a slowdown in the rate of growth and whilst the numbers in the …
It is summer for the markets despite the rain and cold northerly winds in the UK. The common narrative is that the Federal Reserve wont trigger anything that might spook the markets and if an …
Gold rushes always inspired the masses to head west, in the case of Americans and Canadians, to get rich quick. Some of them did, but only a handful from the yellow metal itself. Far greater …
Exploring mindfulness as a vehicle for truly responsible investing – a very thoughtful piece from Gary Greenberg head of Emerging Markets at Fedrerated Hermes “In a complex and highly interconnected world, how can we as …
ESG. What next? The industry is in a muddle, marketing demands an ESG product, fund managers have to find the right investments to fit into lots of different boxes, ie green preferences and there are …
Forecasts for 2021? Forecasts create the mirage that the future is knowable – Peter Bernstein At this time of year it is traditional to peer into the future to see what the New Year might …
IT’S ONLY JUST BEGUN – November 2020 A 1970’s hit classic from the Carpenters; a song that started life as the theme tune to a TV advert for Crocker National Bank. Like the Carpenters, Crocker …
Is the dollar going to keep going down or will it now turn back up. This is the question on many minds and the trouble with logic is that a reasoned argument can be easily …
Some of you will remember TW3, the show that launched David Frost in the swinging 60s. As a satirical program it was well ahead of its time and we couldn’t wait for Friday to come …
Authored by Charles Gave of GaveKal Panic Stations I always try to be a rules-driven investor. And when the US stock market is down -3% in a day, taking it to -6% from its peak in …
