Inflation - Really?
We're awash in concerns over inflation - the Economist last week, and multiple speakers at the 2nd Independent Research Conference where...
326 Views
Whisky - Rarer the Richer
Mark Twain once said 'Too much of anything is bad, but too much of good whisky is barely enough'. The 'water of life', as it's colloquially called,...
363 Views
Asia Calling: Measure for Measure - Why Fed Tightening Is Great News for High-Beta Assets
* Concerns over China, the US and oil have driven this year's market slump, not the Fed* Yellen's Fed is likely to enact the most 'measured'...
330 Views
Our Ultimate Stock-Pickers Top 10 High-Conviction Purchases
Based on the early read we've had of the buying and selling activity of our top managers during the fourth quarter, it appears that the ongoing...
314 Views
Internet of Things Will Change the World (Part 4) - Korea; Security & Telecom (Friend or Foe?)
Internet of Things Will Change the World. In part four of our series, we highlight the structural impact of IoT on the security industry in...
385 Views