A few months ago I ran into a leading American investor who’d made a killing out of investing in (smaller) US banks. He’d made money – big profits – for at least the five years and was still enthusiastic about… Continue reading →
Indian equities have had a torrid time in recent months. Investors have recently started to sour on Indian PM Modi, worried that he’s rather more interested in staying in power as a Hindu nationalist rather than rule as a wise,… Continue reading →
We’re slowly getting a more realistic perspective on valuations at Patient Capital Trust. We’ve had a slew of writedowns and the board has indicated that they’ve run a full valuation review of the top 20 holdings. The shares are currently… Continue reading →
My suspicion is that if you were looking for a central consensus position on most things’ macro-based at the moment, you couldn’t get a more mainstream institution than Pimco. Its focus is on bonds, but its views are widely respected… Continue reading →
Just finished reading a really very interesting report from early September by the equities team at Morgan Stanley in Europe. The report – “Macro Meets Micro: Private Equity Returns to Europe” – paints a very compelling picture of unprecedented levels… Continue reading →
Back in July in my Adventurous Investor column for the FT, I talked about the coming transformation in gaming – its move online being the biggest transformation. You can view the article HERE But I also talked a little about… Continue reading →
The chairman of one of my funds kindly emailed this fascinating snippet last week. This first story I think sums up brilliantly why anyone interested in decarbonization and a strong ESG agenda needs to be investing in renewable energy funds…. Continue reading →
Apologies for the radio silence over the last few weeks – holidays and events have got in the way. Anyway, back to normal service now, with a quick overview of the markets at this critical juncture. My hunch is that… Continue reading →
Just a quick reminder from last week about my next big event on Sept 17th…. I’m very excited to announce that I’m hosting a lengthy event on the funding of the Cannabis sector in Europe. Its on Tuesday 17th September… Continue reading →
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