Market Thinking

making sense of the narrative

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Category: Market Thinker

Zero Trust..the need for Cyber Security

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


Energy Thematics

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…


Why Savings are like Autos

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…