Insights

  • Is there a war on?
  • 18th May 2018
  • 1940 is the last time the dividend yield on UK stocks was this much higher than the gilt yield
  • Boom times for the global economy
  • 10th January 2018
  • But investors know that. They have been buying the rumour of strong growth and earnings so may sell the delivery of it in coming weeks. We need a new rumour to buy. That rumour could be the return of corporate pricing power.
  • The Bitcoin Bubble
  • 20th December 2017
  • Speculation in Bitcoin is dangerous but the technology behind it is here to stay
  • Letter from Japan
  • 17th October 2017
  • George Palmer has recently travelled to Japan to meet companies that we own and many that we don't.
  • Chart-catching
  • 23rd September 2016
  • Over the coming months our Insights page will bring you a series of charts that have caught our eye.
  • Disrupting the Disruptors
  • 22nd June 2016
  • With breakthrough apps and start-ups changing the way we carry out every day activities like hailing a cab, we assess the merits of some of these so called "disruptors"
  • Great Expectations
  • 17th May 2016
  • Are Investors Complacent On The Prospect For US Rate Hikes In 2016?