Serious investment thinking that doesn’t take itself too seriously.
I was an infant when Allied forces crossed the Channel and landed at Normandy in 1944 and none of my uncles were there. The only D-Day vet I knew was my high school biology teacher Lyle Bradley who dove into a foxhole under enemy fire and two men fell on top of him, both dead, who shielded him...
More likely those yield falls are just an anticipation that policy-makers will cave in and cut interest rates US political adviser James Carville is reputed to have said: “I used...
For the first time ever, September’s UN General Assembly Meeting included a high-level meeting on universal health coverage (UHC), a broad initiative to promote policies that...
Exploring the outcome probabilities of the UK’s split from the EU Febrile. That’s the word most commonly deployed to describe the state of British politics since the EU...
There’s a childhood game, whose name changes each generation – currently called Jenga. It starts as a wall of wooden bricks, and successive players remove individual pieces until...
My personal collecting habits go back to the early iteration of Panini football sticker albums. Before the days of internet and easy access to ‘missing’ stickers, the endless...
A few years ago I was on Bloomberg one morning and said something like, stocks looked overly expensive and should be due a correction if it wasn’t for the support they were...
Alexander Chartres of Ruffer tells Property Chronicle how past crises inform the wealth manager’s outlook as the world economy approaches a turning point On the wall of Ruffer’s...
The 21st century global economy is characterised by a number of trends, including the growth of cross-border trade in services, among others such as e-commerce. For Britain,...
It’s going to be relatively short comment today – I just spent the last 1 ½ hours standing all the way from Southampton to the City. SouthWest Rail decided to reduce the...