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The Fund Manager

FX today

FX today

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 EM for the first time since the Yorkist Edward IV defaulted on his loans to his Lombard bankers during the Wars of the...

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LATEST ARTICLES

Investor's Notebook

Build. Demolish. Repeat

Build. Demolish. Repeat

The Japanese housing depreciation dilemma. While Japan shares many characteristics of the West – a democratic political system and capitalist economic system – one area that...

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The Architect

On COP: COP on

On COP: COP on

On Wednesday, I travelled hopefully to COP26 – looking forward to the delights of the LNER high speed, low carbon, full fat English breakfast.  My best laid plans went awry as...

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