This is a follow on note to one we published earlier in the year where we “Set the Scene” around…
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Thematic Investing – Setting the Scene
This is the first in a series of notes on Thematic Investing that we will be issuing in the coming…
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UK Election & Brexit Update
The UK election is now fast approaching with voting on Thursday 12th December. We have summarised our thoughts on the…
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Brexit Update
The U.K.’s Supreme Court has deemed the Prime Minister’s suspension of Parliament to be unlawful so Parliament has reconvened. The…
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Oil – the $100 Question
Few things stir emotions amongst investors more than the price of oil. Most of us use oil in some form…
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Brexit – What Now?
With the humiliating defeat in Parliament a few days ago, Theresa May has little time to sketch out plan B,…
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Normalisation, not Normality
“By pulling forward consumption and pushing back failure, “ZIRP” (Zero Interest Rate Policy) and “QE” (Quantitative Easing) have warped the…
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Running Out of Freshwater
“Plans to protect air and water, wilderness and wildlife are in fact plans to protect man.” – Stewart Udall As…
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