Serious investment thinking that doesn’t take itself too seriously.
Here’s what we can learn from the build-up to WW2 UK defence minister Alex Chalk visited Rosyth shipyard in Fife, Scotland a few days ago to kick off construction on the second ship in a new class of frigates for the Royal Navy. The navy is buying five of these state-of-the-art Type 31...
“Is it OK to still have children?” That’s a question that bothers the environmental consciousness of Congresswoman Alexandria Ocasio-Cortez. Comedian Bill Maher thinks that he...
No you have not missed a footie championship. The heading refers to the EU Parliamentary Elections last week, in which I stood and following which have been returned to Brussels...
Waves of political and economic uncertainty have become something of a norm for markets in recent years. Against a backdrop of significant events – from US-China trade tension to...
As you might very well know, real estate investment trusts, also known as REITs, are legally required to pay out no less than 90% of their taxable income. That’s how they’re...
The number of people leaving the capital hit a 10-year high in 2017, with 292,000 people deciding that they had enough of the Big Smoke. With much talk of London affordability...
By Brad Thomas and Michael Boyd Sometimes, you’ve got to switch it up to keep your portfolio properly diversified. That’s why this isn’t the first time we’ve sung the praises of...
When France built its high-speed rail network, it revolutionised the way we looked at train travel. What takes 4-5 hours by long-distance bus from Brussels to Paris can now be...
Fifteen years ago this month, on May 1, 2004, the European Union welcomed eight new member states. The “Eastern Enlargement” saw Eastern European and Baltic countries join the...
UK long dated index-linked bond price Image Source: Ruffer LLP and Bloomberg (UK 2055 index-linked bond) We live in extraordinary times, and looking at recent political...