Articles by George

Quarterly Market Update – April 2022

“The individual investor should act consistently as an investor and not as a speculator” ― Benjamin Graham, author of The Intelligent Investor It is fair to say that in January our focus was on inflation and central bank policies. We expected market wobbles, but we remained cautiously optimistic for 2022. For someone fascinated by history, […]

“Howay the Ladds Monthly Spotlight” – April 2022

The quarterly market and portfolio updates will provide some thoughts around markets and what is happening. In the monthly spotlight I wanted to spend some time on why the investment side makes us different. April Spotlight “An investment in knowledge pays the best interest.” – Benjamin Franklin In January I shared some insight into what […]

“Howay the Ladds Monthly Spotlight” – February 2022

It seems an age since all the world leaders gathered in Glasgow for COP26. So, this month we consider “Good COP / Bad COP”. February Spotlight “Your actions matter. No action or voice is too small to make a difference.” Vanessa Nakata, Ugandan Climate Activist   There has been a great deal of debate as […]

“Howay the Ladds Monthly Spotlight” – January 2022

So, another year is done. The last couple of years have been interesting for investors, from the lows in March 2020 to the incredible rally that followed. Mixed in with that we saw the “COVID trade” switch to the “re-opening trade” on Vaccine Monday. Then in 2021 sectors and regions which did well in 2020 […]

“Howay the Ladds Monthly Spotlight” – December 2021

Over the coming months we are planning to focus on how we approach investing, and provide an update on COP (“Good COP or Bad COP”!). However, this month it is Christmas, so we thought we would discuss the Santa Rally and what it really means. December Spotlight “Invest for the long haul. Don’t get too […]


The best performing crypto coin of 2021 is Shiba Inu, up 2.4million%. That’s a far better result than Warren Buffett’s 60-year total investment return and for buying what exactly? Well, Shiba Inu was created as a parody of Dogecoin which itself was a joke crypto coin in homage to a Japanese breed of dog. I […]

“Howay the Ladds Monthly Spotlight” – November 2021

As world leaders gather in Glasgow for COP26 (Conference of Parties), we thought it would be interesting to shine the spotlight on responsible investing and what it means. Is it hype, is it the dotcom boom all over again, and are there opportunities? November Spotlight The earth is what we all have in common Wendell […]

Quarterly Market Overview – October 2021

“I am a lead pencil – the ordinary pencil familiar to all boys and girls and adults who can read and write” – I, Pencil, My Family Tree as told to Leonard E Read It is perhaps worth remembering that what happened in 2020 was a once in a lifetime event. The recession was man […]

“Howay the Ladds Monthly Spotlight” – October 2021

We had a great question on whether the current rally can continue. So, this month we look at inflation, and can the global rally last? October Spotlight – Is inflation transitory, and will the global rally last? Every year we get a new buzz word: this time around it seems to be “transitory”. The idea […]

“Howay the Ladds Monthly Spotlight” – September 2021

Welcome to the first monthly update from LWM. Each month we take a look at a topical subject, share some market statistics, look at which funds are doing well and where the money is going, and then share some thoughts from fund managers. We hope you enjoy this first edition! September Spotlight – China an […]

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