Insight

2023 Q3 ESG Market Review

11 October, 2023

Why I want to own ESG in a recession The probability of a recession in 2024 according to Bloomberg consensus is 55 percent. This is far from the 70 percent predicted... Read More

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The Yin and Yang of China | Weekly Market Update

10 October, 2023

I wrote our quarterly outlook piece this week which covered the major markets we invest in (equities, fixed income and alternatives) and how they look… Read More

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Echoes of 2022 | Weekly Market Update

2 October, 2023

2022 was a very tough year for investors, with bonds and equities both falling in tandem for much of the year. September has had echoes… Read More

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Selling my parents’ house | Weekly Market Update

19 September, 2023

My parents want to sell their house. They live in the country and, as they get older, want something that is more walkable to the… Read More

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Is it now (finally) time for Japan? | Weekly Market Update

14 September, 2023

Japanese equities are up 25% so far this year. This makes them the second-best market we track (coming after the US Nasdaq market which had… Read More

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Back to school | Weekly Market Update

12 September, 2023

My daughter is still (just) young enough to be half dreading, half looking forward to going back to school. My gut feel is these coming… Read More

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An update on the year so far | Weekly Market Update

8 August, 2023

This is my last weekly note before my summer break. I therefore thought I’d look back on the year we have had so far. I… Read More

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Being very rich is expensive | Weekly Market Update

31 July, 2023

This week, a glance into what it is like to be very rich. One of the themes of the last decade has been the resilience… Read More

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Some good news for the UK and the over 40s | Weekly Market Update

25 July, 2023

Finally, some good inflation news out of the UK this week. We saw a relief rally in UK government bonds (up 1.6% so far this… Read More

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It’s inflation again this week | Weekly Market Update

17 July, 2023

I wrote our quarterly investment review last week. This is our more detailed review of the first half of the year and our outlook for… Read More

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