‘Relying on such a public pricing mechanism implies a high level of faith on efficient markets and to believe there is no such thing as “the madness of crowds”

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History tells us that letting the
inflation genie out of the bottle is a lot easier than putting it back again

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We don’t believe in investing on the basis of macro, but nor do we ignore it

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Gender discrimination is not only terribly wrong, but also plain stupid

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As we see increasingly these days bonds are not the antidote to a sell off in equities, they can be cause

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The European Renaissance began after the Crisis of the Last Middle Age, a series of catastrophes that rocked Europe, including the Great Famine and infamous pandemic – the Black Death

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The pandemic continued to dominate discourse in April as case numbers globally reached
record daily levels, but the impact became increasingly differentiated between the developed
world, where the vaccine roll-out is bringing herd immunity and the end of lockdowns and
movement restrictions into sight, and developing nations, notably India and Brazil, where
second waves …

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The Japanese equity market is well placed to benefit as economies reopen from pandemic related restrictions

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