Don’t just sit there do something?
Markets have had a horrid start to 2022 and that was before Ukraine came to centre stage. What to do? Before we answer that let’s reflect a little. “Deep in the human unconscious is a …
Running on empty
Deja vu all over again? Back in 1973, the Yom Kippur war between Israel and various Middle Eastern states led to an oil embargo on the US, Japan and Europe as a result of the …
Stagflation? It’s not out of the question
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 …
July 2021 – Market Commentary
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 …
Picks and shovels – the new gold rush
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 …
Zen and the art of investment management
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 from a personal perspective – first things first
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 create the mirage that the future is knowable – Peter Bernstein
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 …
Taming volatility
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 …
The trouble with logic
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 …