“Season of mists and mellow fruitfulness”, Keats
December 2, 2020
Whilst walking our dogs last week, my daughter and I walked into a field that dipped down into a shallow valley and in
Reflections
Reflection…looking back so the view looking forward is clearer.
The Only Limit To Our Realization Of Tomorrow Will Be Our Doubts Of Today.” Franklin D. Roosevelt
November 25, 2020
Last week I attended a virtual conference for sales executives of the asset management industry. Someone made an interesting observation that I would
“Price is what you pay. Value is what you get.” Warren Buffett
November 18, 2020
On the bookshelf in our hallway there resides a thick tome with a brown dust sheet, the pages tidily aligned and unthumbed, indicating
“I think there are things that we can all do to build resilience in ourselves, but also to build resilience in each other.” Sheryl Sandberg
November 11, 2020
We seem to exist in a world that is increasingly characterised by the acronym VUCA – volatility, uncertainty, complexity and ambiguity. The term
“Propaganda is to democracy what violence is to a dictatorship.” William Blum
November 4, 2020
I switched on the television this morning to witness quite a bizarre speech by the American President. It started off upbeat and confident;
“Remember, benchmark performance — beta — can be had for virtually free; alpha is what active managers are paid to generate.” Paul McCulley
October 28, 2020
I always try and have some investment-related theme in my posts. For those of you who read these expecting that investment idea and