The Art of the Possible
Image from Wikemedia – by Neide José Paixão Looking at Absolute Return – Can it be Done? A wise old hand once told me that all investors want is protection from inflation; do that, earn your fees and your job’s […]
Opinion
All Clear? REITs and Private Equity
When do we go back to property (REITs) and private equity (PE)? We look closely at these two areas, as there appears to be nothing new to see or say on interest rates or inflation. Macro is dull just now […]
Into Broad, Sunlit Uplands?
This week has included a major but baffling fixed interest event in London. And we include some thoughts on the novelty of a conservative prime minister for the Conservative party – but first, the shape of the coming recession. Who […]
Boris finally quits, and ‘Quality Growth’
Boris finally quits: the loss of his Chancellor clearly made this inevitable. We also reflect on the London Quality Growth Conference, held in Westminster last month. It implies a very US bias, driven by two US universities, that seem to […]
Seeking an end to the turmoil
This market turmoil feels interminable, as asset markets stumble to find a firm footing and churn relentlessly. Instinct says that’s a time to buy. But there is so much happening, as this multi-year trauma unwinds, it is quite hard to […]