ALL OUR PUBLICATIONs
ALL OUR PUBLICATIONS
ALL OUR PUBLICATIONS
Ten Surprises for 2024
Exactly a year ago I wrote about how indicators were lining up for a positive equity market performance this year, contrary to the pervasive bearishness that economists and investors were forecasting
Are You Worried?
Despite a steady stream of negative newsflow, and despite a weak August, a further -5 per cent fall in September, and a -3 per cent drop in October, equity markets have so far stayed relatively calm, at the worst point giving back half of the year to date gains
The Illiquidity Premium and Private Credit
To put it mildly, I have not been a fan of illiquid investments
Where are the AI Opportunities?
It seems like every other article recently has been on Artificial Intelligence. Even non-investment magazines are featuring front-cover articles on AI. It’s enough to make every contrarian investor’s hair stand on end
Lessons from HBO’s Succession in Creating Sustainable Multi-Generational Wealth
During HBO’s acclaimed series Succession’s first season, I was discussing the show with a friend over dinner, and they marvelled at how the patriarch of the family…
Investors Need a Crystal Ball for Risk, not Returns
‘Leo, what do you think of this CoCo?’
Like clockwork, every few weeks for the last decade one of our clients would forward an email…
