The Fund Manager

The state of crude oil

by Matein Khalid | Sep 27, 2022

Brent crude was grossly overvalued at 124 in June and black gold has come down as supply angst is replaced by the very tangible reality of a China where 7% GDP growth is not...

The Fund Manager

Letter from Paris: the return – in style – of Roland Garros

by Andy Watson | Sep 20, 2022

Our writer reports from court side. Like many in Paris, I relished last week’s return of two of the most anticipated shows on earth: Top Gun: Maverick and Roland-Garros. Both...

The Fund Manager

GCC asset prices and King Dollar

by Matein Khalid | Sep 14, 2022

"Our currency, your problem." John Connally, Treasury Secretary in the Nixon White House, uttered these words to the world's elite when he torpedoed the Bretton Woods regime's...

The Fund Manager

Emerging market debt

by Matein Khalid | Sep 8, 2022

It is perfectly logical that the summer rally in emerging market debt was aborted the moment Powell spoke at Jackson Hole and risk assets plummeted on the expectations of 'higher...

The Fund Manager

UK dividend stocks portfolio 2022 half-year update

by John Kingham | Aug 22, 2022

Welcome to a slightly delayed 2022 half-year review of the UK Dividend Stocks Portfolio. My original plan was to review the portfolio in July, but work (mostly a slew...

The Fund Manager

Tory leadership special: Rishinomics does not work

by Ben Habib | Aug 2, 2022

The dividing line between Sunak and Truss has been economic policy. Sunak has tried to paint himself as the frugal guardian of the nation’s wealth, with the implication that...

Golden Oldie

Creating a buildings emergency

by Ben Habib | Jul 26, 2022

Originally published June 2022. The UK’s commitment to deliver net zero by 2050 risks more than a cost of living and energy crisis. By 1 April 2027, it will be illegal to lease a...

Golden Oldie

Letter from Berlin: Berlin’s great white elephant

by Andy Watson | Jul 25, 2022

Originally published July 2022. Just after the fall of the Berlin Wall, I moved to the city for what proved an intense and life-changing experience. Last week I travelled there...

The Fund Manager

A bear market would leave the FTSE 100’s CAPE at attractive levels

by John Kingham | Jul 18, 2022

After spending many years as an unloved also-ran, the FTSE 100 is finally getting its moment in the spotlight. While it hasn't produced any growth in 2022, it has managed...