Back in September last year, I talked about Uranium in my regular FT column. You can read that column here: https://www.ft.com/content/75ddaef9-86e0-4fcd-b253-1682a7b5f16c At the time I mentioned Yellow Cake which is “ a relatively new vehicle listed on Aim (and in… Continue reading →
So, as we go further into 2021 I intend to stick with my two main investment calls – bullish on emerging markets (AND China) and commodities. I separate out EM from China for reasons already stated – they are increasingly… Continue reading →
My latest addition to the ranks of Dynamic 35 list of listed funds is called Manchester and London Investment Trust. I’ll admit from the getgo that this main market fund is a tad idiosyncratic. It’s in effect a family investment… Continue reading →
I wanted to add a little more detail to my piece in Citywire yesterday, on the launch of a new digital infrastructure fund called Digital 9 Infrastructure. You can read the article HERE. For the avoidance of all doubt, I… Continue reading →
One of the arguments supporting a Roaring Twenties thesis – and the return of inflation – is that there’s a lot of money sitting on the sidelines waiting to be spent. Investors tend to think this means waiting to be… Continue reading →
An interesting note out last week from the global emerging markets research team at HSBC. To repeat, I’m still very bullish about EM assets even after the recent run-up. My sense is that these assets – especially BRICs less China… Continue reading →
A quick set of thoughts today on Alibaba. I’ve been reading Catherine Belton’s superb book Putin’s People which is a forensic account of how we all collectively got Russia wrong at the start of this century. The key event speaks… Continue reading →
Whither gold? Before I dig into the gold narrative, I thought I’d quickly mention the polling results of Morgan Stanley Europe’s Global Insights Day 2021 . “Polling at our annual January conference suggests investor sentiment is very bullish, for example,… Continue reading →
The Covid numbers here in the UK continue to be absolutely terrible although there are a few tentative signs that the rate of growth might – only might – be starting to slow down. Which of course prompts the inevitable… Continue reading →
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