The (funding) Wall of Worry
Will AI kill us, or the companies building it? Or the bond market? Will the smartest guys in the room once again blow up markets as their cost of...
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Cost push inflation is back
Simply following the Fed risks bad outcomes for Europe and the rest of the Anglo Saxon Markets. Inflation at the moment is largely cost push, not...
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Back to School
The US labour day holiday traditionally marks the end of the summer break for markets, especially in the US, which means not only a pick up in...
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Were style lags part of the July washout?
The Software/ hardware trade in H1 was effectively a growth/value trade, but not in the traditional sense of active investor style bias.
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Operational Leverage, not financial leverage
While most long term thematic investing is aimed at long term growth stories, there are shorter term, but still meaningful, themes that are more...
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