Food For Thought

The only thing guaranteed in life is change… except from a vending machine!  During lockdown, my clothes began shrinking causing me to examine our washing machine for signs of tampering. So, I joined my lovely wife’s healthy eating regime. More vegetables, fruit and fish all cooked from fresh, raw ingredients, less red wine, more water, more exercise. A couple of months later I feel so much better – fitter, slimmer and with more energy.   Dietary habits are changing. Vegetarian roots go back to the formation … Continued

brown wooden map board

Fact, Not Perception

“When you change the way you look at things, the things you look at change.” – Max Planck Some people think the world can never change, but it depends how you look at it. Sometimes, perception eclipses fact. The Mercator Projection was created by Gerardus Mercator in 1569 and provides the map of the world … Continued

Kintsugi Pottery

Kintsugi – the Japanese art of putting broken pottery pieces back together with gold in the belief that by embracing flaws and imperfections, you can create a stronger, more beautiful piece of art. It reflects much of what is going on right now. How do we make the best of things, will we ever get … Continued

Information Overload?

Challenge: Explain (simply) recent market dynamics and possible outlook. So here goes. Recent regulation, the snappily titled MiFID 2, created the requirement for discretionary fund managers and advisers providing portfolio management services to inform clients if their portfolio value falls 10% or more during a quarterly reporting period. But to what purpose? For us the … Continued

Keep Calm and Carry On!

We wanted to provide an insight into our behind-the-scenes thinking and planning as markets deal with the potential coronavirus (Covid-19) impact. We have been in contact with our investment partners to make sure we stay fully informed of their views and any plans they may have under consideration. The world is watching with concern the … Continued