Our videos.

Our monthly insight of what we judge to be the key macroeconomic, political or strategic events that could have a bearing on your investments.

Two Very Different Kinds Of Risk
Nassim Nicholas Taleb’s new book (Skin in the Game), contains some highly relevant lessons for investors. The most directly applicable part is the logic of risk taking.
Two Very Different Kinds Of Risk
Nassim Nicholas Taleb’s new book (Skin in the Game), contains some highly relevant lessons for investors. The most directly applicable part is the logic of risk taking.
The Panda In The Corner
Following the close of the 19th Annual Party Congress in China and subsequent elevation of President Xi to effective premier for life last week we wanted to cast our eye over the likely economic strategy.
Currency Adjusted Returns
‘The Dollar is going to get stronger and stronger, and ultimately I want to see a stronger Dollar’. So said President Trump in late January.