News & Reports
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Market update - The View from Asia
The panic selling in global capital markets continued unabated amongst record volatility of late, wi...
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Strategy Paper 2019
Despite the US-China trade war, Brexit and recession fears every major equity market recorded gains...
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Equity Update 2019
Sometimes the best insights can be found in the most innocuous articles. According to a story in the...
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I Really Don’t Care
“I really don’t care anymore”. I believe there is a correlation between the use of this phrase and t...
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A Piece From Berlin
I am writing this from Berlin, where I am visiting my youngest daughter who works here. I first cam...
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TEAM – View on Interest Rates – What is Normalisation?
Fixed income investors have been awaiting ‘normalisation’ for some time now, with many frustrated wi...
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Why does Global Productivity continue to struggle?
During a conversation with a colleague, the possible causes for the persistent decline in productivi...
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China Government bonds added to Global Bond Index
-The phased inclusion of Chinese Government bonds over the next 20 months into the Barclays Global A...
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Boeing and the EU
This week I’m simply re-printing a couple of articles from last year. The first was published in Nov...
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Unintended Consequences / Social Housing Policy
Unintended consequences hit every part of our lives. A business-like social rental approach will pus...