Will Inflation return?

February 23, 2021

Following the 2008 Financial Crisis, many predicted Quantitative Easing would cause hyper-inflation. The Fed boosted the Monetary Base by more than $3 trillion dollars during Quantitative Easing and the federal […]

Will Covid 19 bring Inflation or Deflation?

November 17, 2020

In the 1980s the US Federal Reserve (Fed) was very much in inflation fighting mode, but by the 1990s we had entered the so-called ‘Great Moderation’, a goldilocks period where […]

Buffett doesn’t hedge his bets, should you?

May 8, 2018

Warren Buffett’s annual shareholder letter is probably the most widely read dispatch in the business world. His insights, expressed with his trademark clarity and humour, are a bounty for investors. In […]

Should central banks abandon inflation targets?

January 9, 2018

Monetary policy appears to be headed towards an inflection point. The extraordinary support from central banks is being scaled back as economies improve and financial markets remain calm. Investors seem […]

Q3 2017 investment review

December 12, 2017

Quarter 3 of 2017 was another positive period for risk assets with growth of between 2% and 4% in most global equity markets. Government bonds [Gilts] fell in September resulting in […]