Articles by Paul

Thoughts on Brexit

It’s the story of the Fox and the Turtle. The last few days have finally seen Brexit go from the abstract to the very real and very fractious. There is now a divorce settlement on the table and very few like it, which was entirely predictable. As we have said previously, there are such divergently […]

Market Volatility – causes and concerns

October has been a rough month for all global stock markets, with some decent downturns from 2018 highs. This blog hopes to address the concerns currently weighing on market sentiment and to examine whether they are transitory and emotional, or more fundamental. The biggest global concern depending on who you listen to, is either: US […]

Where to start?

I’ve been sitting staring at a blank screen for half an hour trying to decide how I start this update. It’s been a fruitless attempt to boil down all that is currently playing out and that remains in flux, to establish a core narrative. Essentially what is the single central theme investors should be focused […]

2016 – All things must pass

Writing a year-end review of 2016 could focus entirely on the story of Brexit, or the unbelievable Trump victory; seek to understand the epic collapse of oil or consider the cultural influence of the many icons who have passed. Or most confounding of all, how the heck did Leicester City win the Premiership and did Gary Lineker’s football shorts constitute underwear on MOTD.

Keep Calm – Carry On

This feels a bit like Groundhog Day, doesn't it? We go to bed thinking one result is pretty much a done deal and wake up to the shocking reality that the opposite has happened.

What happens now?

This will (I promise) be the last of the BREXIT related articles for a time. The one area we haven't covered and which we've been asked about is, ok, so what happens now? With the proviso that what I'm going to write is going to be somewhere between a bit and a lot wrong in many regards, these are our thoughts.

And so it begins

There have been a number of significant events and announcements in the last ten days beyond the historic meltdown of the main political parties, and the resultant soap opera of betrayals and career assassinations that have dominated the news cycle.

Our view on Brexit

The current bookmaking odds on a UK exit vote suggest only a slim chance of a Yes. There is still time of course for something like a terrorist outrage to shift sentiment but barring that, the consensus appears to be hardening towards the "better the devil you know" view.

Straight outta Trumpton

Is it me or are the worlds of finance and politics increasingly imitating a mixture of children's cartoons?

Baked Beans and Bottled Water

We have been through a number of downward moves over the last 7 years since the big crash in 2007, and in all cases they were understandable. There was the Euro crisis when a breakup of the single currency was thought to be possible; it didn't, and markets rebounded.

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