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 …
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 …
