Our videos.

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

2019 Mid-Year Appraisal
These are not times for complacency, nor fear, but instead careful assessment of the investment backdrop and how it is likely to evolve in the months ahead, with an ongoing focus on long-term strategic objectives.
2019 Mid-Year Appraisal
These are not times for complacency, nor fear, but instead careful assessment of the investment backdrop and how it is likely to evolve in the months ahead, with an ongoing focus on long-term strategic objectives.
Money for Nothing
What is the true cost of cheap money? Maybe the answer is wasted spending, or in economic speak, ‘misallocated capital’. This is where money is borrowed and spent on projects and ideas that otherwise would not pass the smell test when interest rates are considerably higher than they reside now.
King Dollar
Viewed from the outside, China and America now appear locked in a battle for global superpower status. This is a falsehood.
The Climate Challenge
Recent disruption in London caused by the Extinction Rebellion Protests, an environmental movement focused on climate change, follows a 12 month period in which global warming has been in focus.  During this period, we have seen a greater incidence of extreme weather events, including wildfires and hurricanes.
The Risk Fallacy
It is commonly believed that you cannot have more reward without taking on more risk. Financial risk can be defined in two very different ways.
It’s Crony Capitalism, Stupid!
American millennials, it is said, are turning their backs on capitalism in favour of socialism. Be it socialism writ into the ‘green new deal’ we spoke about earlier in March, or espousing the conceit of modern monetary theory that we have also raised before. These ideas are predicated on the US Government taking over control of large swathes of supposed free markets, which has historically been an anathema to the United States, that sees itself as a bastion of free market capitalism.