making sense of the narrative
September 16, 2021
The latest Market Thinker piece is up at CityWIre. Continuing our look at thematic investing, we consider the case for a broad portfolio based around digitaisation. The link to their site is here. https://citywireselector.com/news/the-market-thinker-devil-is-in-digitalisation-details-and-post-disruption-plays/a1554639
September 5, 2021
The latest Market Thinker piece on Thematic investing is up at CityWire. Looking at the prospects for Investing in EM Consumer stocks at a time when US investors are dumping large cap VIE structures like AliBaba. As usual we provide Read more…
August 11, 2021
https://citywireusa.com/professional-buyer/news/the-market-thinker-why-investors-are-logging-on-to-digital-healthcare/a1540875 The latest Market Thinker piece is up over at CitiWIre. We are looking here at Digital Health as an investment theme.
July 24, 2021
Having slipped slightly out of synch due to holidsays etc, the latest Market Thinker post is up at CitiWire. In it I look at the ‘early’ theme of robotics and automation, noting how it is shifting from hardware to software Read more…
June 30, 2021
The latest piece for Citiwire was delayed, but is now up at the following link. A fuller piece on the subject will appear in the blog next week as usual. https://citywireselector.com/news/the-market-thinker-cyber-security-themes-you-need-in-your-portfolios/a1523514?ref=citywire-global-latest-news-list
June 24, 2021
The second CitiWire piece on Thematic investing is from two weeks ago and was about Investing in Energy, not just the fashionable Clean Energy Sector, but also the old fashioned stuff needed to keep the economy moving. Naturally we made Read more…
June 3, 2021
I am delighted to be working with Lawrence Lever and his team over at CityWire in a series of fortnightly pieces on Thematic Investing under the moniker of Market Thinker (a bit of nominative determinism there). The following is by Read more…