New to the investment industry? Eight things you must follow

Reading Time: 4 minutes Recently joined the investment industry? Congrats and welcome, you’re going to love it here! And your timing is impeccable, you’ve joined the industry right at the start of a once in a generation scale capital flow in infrastructure and decarbonisation . I have to warn you not everything’s clear cut: we could be looking at … More New to the investment industry? Eight things you must follow

My Summer Reading 2020

Reading Time: 3 minutes One Way Ticket: Nine Lives on Two Wheels Compelling reading for cycling fans – a refreshingly blunt review of the last two decades of bike racing from an insider’s viewpoint. Rare to see a geneuinely new narrative emerge in such a well-covered area.   amazon.co.uk The Biggest Bluff by Maria Konnikova Poker as a metaphor … More My Summer Reading 2020

The Best Investment Track Record Ever?

Reading Time: 3 minutes Sixty-six percent per year average returns (before fees) over thirty years. With no down years. Yes, you read that right. That’s the spectacular track record for Renaissance Technology’s Medallion fund that author Greg Zuckerman lays out in his investigative book on the legendary mathematican and Renaissance founder: Jim Simons (“The Man Who Solved the Market“). … More The Best Investment Track Record Ever?

Top Reads March 2020

Reading Time: 3 minutes My latest top reads, might come in handy if you have more time at home than anticipated these days … Red Notice A true-story thriller which goes from building an asset management business in Russia in the 1990’s, being blackmailed by oligarchs to murder, corruption and becoming Putin’s #1 enemy.   goodreads.com Super Pumped The … More Top Reads March 2020

Top 10 of the FinPods

Reading Time: 4 minutes What if I told you that this evening you’d get an audience with some of the greatest founders, money managers, authors, researchers and Nobel prizewinners of all time in our industry? People like Robert Shiller, Rob Arnott, Michael Mauboissin, Ben Inker, Rajiv Jain, Cliff Asness, Ray Dalio and even Jack Bogle? You’d be pretty happy … More Top 10 of the FinPods

Summer Reading 2019

Reading Time: 3 minutes Realise I’m a little late with this list this year, but here’s what I’ve enjoyed most so far this year … you’ll see I’m showing my normal bias toward non-fiction, and in fact haven’t included any fiction in this list (although I have read some). Enjoy, and let me know what you think Bad Blood … More Summer Reading 2019