Trading vs Investment: communicating shifts and long-term risk transfer

Markets feel buoyant and happy, and that makes me nervous. What are we missing? How will spot the inevitable shift in sentiment coming? It’s a traders market. Meanwhile, long-term investors are changing the very structure of the market.
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A Tale of Two Cities: A New Hope with Europe? 

Athens and London? The power of positive politics is very evident in Greece. Curiously, the surprise appointment of David Cameron as UK Foreign Secretary might just hint at a positive outcome for the UK if it triggers a proper discussion on Brexit failure and our relationship with Europe.
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Saving the Planet from Farm to Ferm

What matters more; a new smart-phone or food security? Spending billions developing AI to make life more confusing, or improving the environment and social cohesion? Science and Technology can address humanity’s biggest problems – but how do we ensure they are focused on the right ones?
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“If Nothing New Happens” – What Can Stop The Bond Rally?

Bond Markets are a wonderful thing to behold in full rally mode, but expectations of a swift return to lower rates depend on Central Banks playing ball, and nothing else changing. Experience shows things change quickly re inflation, rates and markets!
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Markets would love an early rate cut, but would that be best for the economy?

Markets thrive on competing perspectives, but trends after the strongest narrative. Rather than pray for early rate cuts to boost prices, maybe we should figure out what would be best for the economy?
Read MoreMarkets would love an early rate cut, but would that be best for the economy?