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The Fund Manager

The capital allocators examine trends in the sector

The Fund Manager

It takes money to make money: The undeniable logic of Basic Capital

by Hunter | Jun 9, 2025

Capitalism works. Especially for those who own capital. It is rather astonishing that some might propose abolishing capitalism instead of simply expanding the ownership base of capital. All quotes in this piece are from Basic Capital founder Abdul Al-Asaad’s Harvard Innovation Lab whitepaper....

The Fund Manager

Letter From Paris: A world in union (?) Allez les Bleus!

by Andy Watson | Sep 11, 2023

In exactly twelve months, the Paris Olympics and Paralympics will be finishing. Between now and 8 September 2024, France will enjoy an exceptional sporting year. For starters,...

The Fund Manager

The German Problem

by Matein Khalid | Sep 11, 2023

Three generations of Gulf Arabs have been enraptured with German luxury auto brands like Mercedes, BMW, Porsche and Audi. But please, please, do not fall in love with German...

The Fund Manager

Vodafone’s double-digit yield looks like a trap
Premium

by John Kingham | Sep 8, 2023

Over the last few years, Vodafone’s share price has fallen from 240p in 2018 to about 73p today. At the same time, its dividend yield has grown to more than 10%.

The Fund Manager

Dubai gets tough on private bankers

by Matein Khalid | Aug 14, 2023

Every private banker and real estate broker I meet assures me that a soft landing is certain and Dubai property's meteoric ascent will continue, as if we did not live through two...

The Fund Manager

UK set to outperform the US

by Undercover Investor | Aug 14, 2023

There are many reasons why one could try to argue that a decent recession is on the way in the US; the economic engine room of the world. I, though, like many others, have been...

The Fund Manager

RICS must learn the Alison Rose lesson

by Undercover Investor | Jul 31, 2023

It’s all a matter of judgement… It was predictable for those of us with a few grey hairs that the woke agenda would eventually be checked by a good old dose of common sense, but...

The Fund Manager

FX today

by Matein Khalid | Jul 31, 2023

2022/23 convinced me that fairytales only happen when I trade emerging markets FX, other than the Lizzie/Rishi's sterling bungee jump last September. But then Britain is now an...

Golden Oldie

New Normal

by Mark Tinker | Jul 29, 2023

Originally published May 2023. Emergence of new currency blocs will change everything There is a growing feeling that the economies of the west are going through some form of...

Golden Oldie

Buffett likes Japan, and so do I…

by Matein Khalid | Jul 29, 2023

Originally published June 2023. When the shōgun of value investing in Japan says "jump," my only possible response is "Hai, sensei! How high?” So, it is no coincidence that when...