

While the overall picture is clearly disinflationary, notably in Asia ex-Japan and US, core inflation is stickier in Europe and Japan. It is a concern that energy prices may have bottomed out and annual comparisons could turn unfavourable later in the year. Labour...
Global Inflation Heat Maps July/August 2023
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A blueprint for winning with hard assets
Originally published July 2023. Another instalment in a series of articles detailing how to design a secure, income-producing portfolio. It was in the most unlikely of locales that I first learned how to win with hard assets. The year was 1988, and the place was...
A blueprint for winning with hard assets

Undercover Investor: Propcos on sale!
Originally published July 2023. Some listed Propcos are now a “buy” and here’s why… It is ironic that the thing the listed property sector seems to need more than anything else right now is a jolly good recession, isn’t it? There are...
Undercover Investor: Propcos on sale!

Let’s chat about AI
Originally published July 2023. The professional classes are currently, and rightly, obsessing about the impact that AI will have on the service sector as ChatGPT gets exponentially smarter. The current iteration of ChatGPT – the most popular AI – is...
Let’s chat about AI

A Victorian boom in women’s golf
While there is evidence that the wives of Musselburgh fishermen played in a golf competition in 1811, the first ladies’ golf club was formed at St Andrews in 1867, where they played with one club on what is now known as the Himalayas putting green. England soon...
A Victorian boom in women’s golf