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…

Central banks and the certain uncertainty paradox

“Uncertainty is an uncomfortable position. But certainty is an absurd one.” – Voltaire US Federal Reserve Chair Janet Yellen lifted markets midweek by pouring cold water on recent comments from a number of regional US Federal Reserve Presidents. In a speech at the Economic Club…

Be careful where you invest your love…

Valentine’s Day, a day for celebrating love, albeit slightly contrived and infiltrated by the reach of commercialisation that permeates all walks of life. They say love is the most powerful emotion of all, therefore it is no surprise that the word is used so…

Interview Series: 11 Questions for the Minister of Finance

Ireland was the fastest growing economy in Europe in 2015, ranked by percentage change in Gross Domestic Product (GDP), the economic indicator which captures the value of all goods and services in an economy. While there has also been a major improvement across a…

Choose your future now…

Choose your future. Choose a dream. Choose adventure. Choose new interests. Choose the freedom to travel, choose lying on a beach drinking a cold beer, white sand, turquoise waters, and soothing ocean waves. Choose sitting on your deck on balmy nights looking up at…

Weekly Market Update: January 11th 2016

Market Recap Global equity markets sold off sharply last week, a repeat of what we saw in August of last year, with many of the major equity indices experiencing the worst weekly declines since 2011. Plunging oil prices and the decline in many other…

Empowerment: walking out on Tony Robbins’ Masterclass

On Friday I attended the Pendulum Summit, the “world’s leading business and self-empowerment summit”, according to www.pendulumsummit.com. There were a couple of interesting speakers in the first part of the day, the standout for me being Rasmus Ankersen, a performance and development coach who shared…

2016, we go again!

Well, we go again. Another year, new resolutions, new goals or perhaps for some a preference to just drift and lament what ‘they would do different, if they only had the time, or the money’. Whatever your current situation or perception of the world,…

Thoughts on Investment Manager Selection

Article appeared in the Sunday Business Post December 13th 2015

Society: Thoughts from the Week

Give thanks to our consumer society…. The major US equity indices were relatively flat in what was a holiday shortened trading week in US markets, with Americans ‘giving thanks’ on Thursday before splurging in the madness that is the Black Friday frenzy. There is…

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