FOMO in the death zone
This weekend I watched Top Gun 2. Good movie, nothing on the original, but a great soundtrack, specifically the Kenny Loggins song: […]
Rotations & dividends
Back in November 2020 I wrote a blog, Nothing Is More Powerful Than An Idea Whose Time Has Come, in which I […]
Performance update – March 2022
In my January commentary, the aptly named ‘Bumpy Start’, I concluded by saying that recent events, and extreme market volatility, necessitated a […]
Bumpy start – January CIO commentary
It’s been a volatile start to 2022. For the last two-ish years, markets have enjoyed a buy-the-dip mentality as pro-growth fiscal and […]
John Leiper on CNBC 03/11
On Friday 3rd November, Chief Investment Officer, John Leiper, appeared on CNBC to discuss Jerome Powell’s latest speech and the market’s mixed […]