Reading Time: 2 minutes They’ve done the hard work so you don’t need to. It was great to see ShareAction’s list of the top 13 shareholder resolutions to watch this AGM season – every investor or adviser should be putting this to the asset managers they work with to hear where they stand on these issues. We’re in a … More Social Conscience: The New Asset Management Competitive Advantage
Reading Time: 5 minutes First published in LCP Vista If I had £1 for every article I’ve seen on inflation … well, I might just have enough for a basket of goods, at today’s prices! And it’s a big week this week for inflation watchers with Fed, BoE & BoJ So … I did my best to summarise all … More Will the Inflation Dog Bark?
Reading Time: < 1 minute Many negative personality traits stem from overused strengths : If you liked this then you’re going to love the twelve biggest lessons I learnt in my 30’s …
Reading Time: 5 minutes You know I had hoped to be able to get to a pub for a pint on my 40th birthday this year, sadly that dream went out the window (a small hardship compared to so many that have been endured over the last year for sure) so I used the time to write a blog … More The Twelve Biggest Lessons I Learnt in my 30’s
Reading Time: 3 minutes Look, I’ve always been pretty skecptical of Cryptocurrencies and Bitcoin. My typical argument would be that if you evaluate it against the characteristics of a typical financial asset you find that it has: no income, no claim to crytalise value and no inherent value. But perhaps that is too narrow a way of looking at … More Digital gold: the institutional case for Bitcoin
Reading Time: 4 minutes Ok so look I know the world probably doesn’t need another article on this. Obviously you’d need to have been on Mars for the last week not to have seen the world lose their minds over the GameStop stock story, that became an iconic meme, that became a saga that turned into a real pop … More Stop. But should long-term investors care?
Reading Time: 7 minutes In 1981, an enterprising economist at the World Bank named Antione Agtmael was trying to win backing for the idea of a fund investing in developing economies. He was struggling with the name, and he knew this mattered. He was stuck on “third world equity fund”, but his colleagues weren’t sure. The name “Emerging Markets” … More The Concept of Emerging Markets is an outdated relic, we need a new paradigm
Reading Time: 3 minutes Now look I know we all want to put 2020 behind us and move on as fast as we can, but investors would be well served in reflecting on their decisions. Seeing we saw almost a whole market cycle encompassing fear, panic, greed and euphoria in just one twelve month period, we certainly got quick … More Investors: did you decide well?
Reading Time: 2 minutes I’m not one for predictions, especially when we’ve just lived through a year where many forecasts went out the window shortly after the ink on them had dried. However I feel I’m on fairly safe ground with the prediction that investors will find themselves asking at least THREE of the following FIVE questions at some … More Five questions that investors will be asking themselves in 2021
Reading Time: 5 minutes First featured on LCP Viewpoints I’ve seen several crises over my investment career most notably the 2008 crisis which occurred at a formative time in my industry development the lessons of which certainly influenced me – and I think many of my peers – for many years after (for better and worse). So I think … More Five things I learnt in 2020