Monthly Archives: August 2016

Key points from Janet Yellen’s speech

In April I wrote a blog “Central banks and the certain uncertainty paradox”, reminding everyone that these institutions are no more certain than anyone else about how economic conditions will unfold. Still, market participants continue to hang on every word … Continue reading

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The “20 Hours” Learning Challenge

“Live as if you were to die tomorrow. Learn as if you were to live forever.” – Mahatma Gandhi I have tried but I can’t find a better quote than the above when it comes to learning. For me, the pursuit … Continue reading

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Football Philosophy: orchestra vs heavy metal

When assessing active fund managers we talk about investment philosophy, those guiding principles which frame the decision making process and drive the investment strategy. The football world is no different, every manager has his own philosophy, some better than others. … Continue reading

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What do you want?

Over the weekend I watched Good Will Hunting, without doubt my favourite movie. I must have watched it well over a hundred times at this stage. The movie which earned two Oscars, Best Original Screenplay for writers Matt Damon and … Continue reading

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The wait is over, the English Premier League returns

We go again. The wait is finally over, with the English Premier League season kicking off this weekend. The European Championship filled the gap over the summer, but it is merely a distraction from the real excitement, the English Premier … Continue reading

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Central bank liquidity keeps everyone dancing

While the Bank of England (BOE) surprised markets by holding interest rates steady in July, the Bank announced an aggressive package of measures at their meeting on Thursday that had financial markets salivating once again. This package, intended to lower … Continue reading

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Gold, scarcity and supernovas

“There is something a bit odd about the value we attach to gold. Throughout history people have gone to extraordinary lengths to get their hands on this most precious substance which is strange because it is isn’t particularly useful for … Continue reading

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