Thoughts from the London Value Investor Conference

On Thursday of last week I attended the annual “London Value Investor Conference”. This is the fifth year for the conference since it was established in 2012, of what can only be described as an investment marathon of a day with fourteen investment managers…

The Investment Challenge: In One Chart

If I was asked for one chart to sum up the current investment environment, the below would be it. This chart shows the German yield curve, which plots the yields on German government bonds with maturities ranging from 1 month to 30 years. The…

Interview Series: Colombia as a place to invest

As I have mentioned previously, I met with officials from Colombia’s Finance Ministry during my trip to the country in March. While the focus of our meeting was on the fundamentals of the Colombian economy, I was keen to learn more about the specifics of…

Forecasting: revisiting my Premier League outlook

At the turn of the year I wrote about the challenge of forecasting, an art that we are faced with in all walks of life. What makes it particularly difficult in the world of economics and financial markets is that we are all part…

Weekly Market Update: May 9th 2016

Market Recap Global equity markets continue to struggle, with all of the major equity indices ending lower for the week. Europe and Asia underperformed the US, with the currency backdrop playing a huge part in the divergence of returns this year.  

Weekly Market Update: May 3rd 2016

Market Recap Global equity markets were back in the red last week, after ending on a sour note Friday. Concerns over the global economy have not gone away, while earnings season has so far been mixed, most notably for some of the high profile…

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