A Fund Managers performance can dictate whether they become a hero or villain in the eyes of the public

For what it’s worth
‘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”

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

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

Be smart, be decent: empower women
Gender discrimination is not only terribly wrong, but also plain stupid

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

A Value Renaissance
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