Asking economists for investment advice is like asking a physicist to fix a broken toilet. Not their field, though sort of related – Milton Friedman… Read More
I hope The Times and the BBC are wrong | Weekly Market Update
7 November, 2023
I have written here before about how front covers from The Economist magazine can often mark the end for a particular trend. One famous example… Read More
Crested newts, house prices and employment | Weekly Market Update
23 October, 2023
IPS did their annual volunteering day at an urban farm in Spitalfields yesterday. As I was mucking out the donkey stables, the staff told me… Read More
Why I want to own ESG in a recession The probability of a recession in 2024 according to Bloomberg consensus is 55 percent. This is far from the 70 percent predicted... Read More
I wrote our quarterly outlook piece this week which covered the major markets we invest in (equities, fixed income and alternatives) and how they look… Read More