Insights
“Our hearts aching, our prayers praying, our flags waving, never forget.” These prescient words spoken by the maker of the American flag, Betsy Ross, are just as true today as they were more than 240 years ago. We ache for those who are suffering...
“There is no sun without shadow, and it is essential to know the night” – Albert Camus At any other time, a three percent bounce during May in the panEuropean (including the U.K.) equity markets and the driest fifth month of the year in...
“Now this is not the end. It is not even the beginning of the end. But it is, perhaps, the end of the beginning” – Winston Churchill Over three hundred and fifty years ago, back in 1665, Isaac Newton socially distanced himself from the...
The COVID-19 outbreak has led to unprecedented volatility and tremendous declines in wealth, but we have faith that once the pandemic is defeated, the wild swings in the financial markets will abate and prosperity will return. But what cannot be so...
“Many intelligence reports in war are contradictory; even more are false, and most are uncertain” – Carl von Clausewitz In times of uncertainty you start with the facts and move on from there. Pan-European equities fell over 8% on the month...
“Many intelligence reports in war are contradictory; even more are false, and most are uncertain” – Carl von Clausewitz In times of uncertainty you start with the facts and move on from there. Pan-European equities fell over 8% on the month...
As someone who needs glasses, I know firsthand that 20/20 vision and the ability to experience the beauty and clarity of life is amazing. As we embark on the start of a new year, clarity and foresight is exactly what investors are seeking, especially...
Celebrating the 25-year anniversary of the Academy Award-winning movie Forrest Gump, we revisit many of the movie’s themes which remain relevant in today’s world. Forrest Gump’s mother always said that “Life was like a box of chocolates.” This...
With ‘fast fashion’ being so prevalent in today’s world, perhaps we should not be surprised that Oscar Wilde’s dictum looks a little slow as the world only racked up four successively positive months before a reversal. May 2019 will not go down in...
Thinking about everyone’s favourite subject, it was striking to read that a well-known UK consumer confidence index indicator released in the last few days was flat for the third month in a row, with an accompanying write-up that included the comment...
Despite numerous headwinds, 2019 is gearing up to be a celebratory year with record-breaking achievements on many financial and economic fronts. In particular, in the United States we just toasted the S&P 500 as it celebrated the ten-year...
Welcome to March, a time in the past when I have gone all Shakespearean in my written musings and quoted the famous words imagined uttered to Julius Caesar before his assassination. It looks as if the Ides of March (typically regarded as the...
If anyone out there was predicting that January 2019 would be the strongest performance month for global equity markets in over seven years, I would be grateful if they could be pointed out to me as I would like to shake their hand. Read More...
