Asking the Right Questions
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 League. The likes of…
The importance of critical thinking
It is not often I share links from the Daily Mail but I have to share this article from Jamie Carragher – “English players are weak… we think we are making them men but we’re creating babies” – an excellent piece on the failure…
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 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…
Weekly Market Update: January 18th 2016
Market Recap Sentiment in global equity markets last week resembled the atmosphere in Anfield yesterday after the final whistle. Like most equity investors, transfixed by the continuous stream of red as market participants rushed for the exits, Liverpool fans were left with the same…
Lofty Expectations: The ECB & LFC
Just as market participants were guilty of getting carried away, in terms of their expectations of the next round of monetary policy measures from the European Central Bank on Thursday, I must admit a similar guilt in being overly exuberant about Liverpool’s title hopes…
The “Normal One”, the German from the Black Forest…..
My weekly market commentary may be taking on a German influence going forward, given the appointment of Jurgen Klopp as manager of Liverpool FC. Describing himself as ‘a normal guy from the Black Forest’, Klopp is a true character that should provide plenty of…
The Fergie Factor – Insights from a Proven Leader
All Liverpool fans lament the day Alex Ferguson crossed the border from Scotland into England, joining Manchester United in November 1986 after a successful time as manager of Aberdeen. That same year Liverpool won the double, the league championship and FA Cup. The 1970s…
Active Management: A Football Perspective
Trustee groups face a plethora of choice when implementing an investment offering within a pension scheme. One important decision is whether to use passive or active investment managers. Passive managers simply look to replicate a particular index. For example, for broad exposure to global…
The ‘special one’ is losing control
The manner of the PBOC’s intervention in the currency markets last week raised doubts about whether they are actually in control of the situation, something that is integral to their role as stewards of monetary policy. In the football world, maintaining a perception of…
