Market Thinking

making sense of the narrative

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Category: Strategy

Not as bad as it seems…

As we see another hit to Equities today, I note comments already arriving saying the FTSE100 is now below where it was 20 years ago. However, this (like many things) is not as bad, or indeed what, it might at Read more…


The Year(s) Ahead

Looking into the next decade we see some short term uncertainties, some near term risks and some long term trends. Short term uncertainties. Falling in Europe and Asia, rising in US The close of the twenty teens has seen some Read more…