Category Alternative Assets

Blain’s Morning Porridge Alternative Assets Financial Assets Infrastructure Rail Supply Chains

Positive Infrastructure Spending Will Help!

Global Supply Chains could be stressed by the boat jammed in the Suez Canal. The lessons from the Pandemic offer an opportunity to rethink Global Infrastructure Spending – and mop up much of the money glut currently funding financial asset inflation!

Financial Assets, Infrastructure, Railways, Suez Canal, Supply Chains
Bill Blain
March 25, 2021
6

Blain’s Morning Porridge Alternative Assets Greensill

All that Glitters is not Gold

The collapse of Greensill involved a predicable cast of unwise enablers, but it should serve as a warning to the growing number of Alternative Asset buyers on the dangers of complex deals which promise much but deliver less. Due diligence is critical in the highly illiquid alternatives sector.

Alternative Assets, Credit Suisse, david cameron, Greensill
Bill Blain
March 23, 2021
4

Greenwashing the ugly truth about Oceans
April 9, 2021
Seaspiracy is a shocking, flawed, yet critical film. It should set the market thinking about what sustainability really means, addressing how we skirt the real issues on climate change and environmental degredation. It should provide a much-needed kick up the a**e to box-ticking ESG investment stupidity.Read More »
Buy, Eat, Buy, Sleep, Repeat?
April 8, 2021
Markets are priced for perfection in a very imperfect world. As stocks hit new highs, are the bulls or bears correct? Politics are likely to be the major influence on where we go next, but lurking around the next corner might just be inflation.Read More »
What next, if anything, for Credit Suisse?
April 7, 2021
Markets were shaken but unstirred by the collapse of Greensill and the Archegos unwind trades. Credit Suisse is the ultimate loser of the two scandals – reputationally damaged and holed below the water line. The bank is paying the price of years of flawed management, poor risk awareness. and its self-belief it was still a Tier 1 global player. Its’ …Read More »
Markets Rally, but what about COVID?
April 6, 2021
Markets look set to rally strongly into Q2, but are they over-exuberant? The rise in deaths and new strains in Brazil hints the Covid war isn’t won yet, there are rising political risks in Europe, and widening wealth inequality is apparent everywhere. Just how solid are our expectations of stability, renewed global travel and recovery if Covid is here for …Read More »
Things Can Only Get ?
April 1, 2021
Q1 was “interesting”. More financial madness in 3 months than I’ve seen in 35 years, but at least it was fun. How much more sober and boring might the market become? Deliveroo’s botched IPO suggests Investors ain’t as stupid as we think.Read More »