The Boot Is On The Other Foot

Reflecting on the Kami-Kwasi Budget In September of 2022, the UK sovereign bond markets, or gilts, suffered a dramatic collapse...

8 mins

Separating the Wheat from the Chaff

Economists in the world’s leading countries are currently locked in a debate about the fate of the US…

4 mins

Only as Strong as Your Weakest Link

Consider the journey of the humble coffee bean into your cup this morning. At least four years ago,…

5 mins

The Clash of the Titans

To the great surprise of many doomsters, particularly in the media, January has turned out to be one…

3 mins

More than a Figma of ADOBE’S Imagination

“In this world, nothing is certain except for death and taxes.”  Benjamin Franklin Benjamin Franklin’s famous comment originally…

7 mins

Annus Horribilis

The month under review produced an astonishing number of unexpected movements in financial markets. These include…

4 mins

Visa and Mastercard: Fending Off The Threats

2022 has been a particularly difficult year for investors with few places to hide from the sharpest rise in interest rates in US...

6 mins

Quality Growth in Perpetuality

The month under review produced an astonishing number of unexpected movements in financial markets. These include…

4 mins

“Keeping at it”

The month under review produced an astonishing number of unexpected movements in financial markets. These include…

5 mins

Hidden Corners

The month under review produced an astonishing number of unexpected movements in financial markets. These include…

6 mins