ALL OUR PUBLICATIONs
ALL OUR PUBLICATIONS
ALL OUR PUBLICATIONS
Ten Surprises for 2025
We are at the first anniversary of my attempt to fit an annual missive into the shoes of Byron Wein’s’10 Surprises’ investor letters.
Who Controls the Time Value of Money?
When I wrote last month about the BRICS conference held in Kazan, I was not expecting to touch on this topic again for another six to twelve months…
Kazan
“We note the emergence of new centers of power, policy decision making and economic growth which can pave the way for more equitable, just, democratic and balanced multipolar world order.”
Investment Noise vs Useful Information
A ‘must read’ email hit my inbox, as it does every year. It contained the views of a fund manager who achieved notoriety for his correct call on the 2008 financial crisis
The Reason Behind Buffett’s Investment Success
At a charity dinner last month the investor seated next to me proceeded to give a long…
Investment longevity: the second lesson after three decades in wealth management
I have a collection of letters sent by fund managers to their investors when closing their fund
Money and happiness: two lessons I’ve learnt after three decades in wealth management
I’ve been reflecting on almost thirty years of managing other people’s money, as well as my own, and came to two important lessons I’ve learned about our relationship with money
