Regular readers will have spotted that we have a brand new website, developed here in Hong Kong with our friends and colleagues at ToscaFund HK. Full disclosure; in addition to running Market Thinking Limited, I also act as CIO and Managing Director of ToscaFund HK. The sister company ToscaFund Asset Management, is a London based specialist investment firm established over 20 years ago. There is a link at the bottom of the page to their site or here (Toscafund.com) for more information about them. (Note this is for professional investors only).

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Meanwhile, we thought it fitting that the first post on the new website would be one involving  what is largely for us a new media, a video interview. This is something I did with the CISI (The Chartered Institute of Securities and Investment) when I was recently briefly back in London. In it, I discuss with George Littlejohn some of the topics already discussed here around the concept of what we are calling the new 'New Normal'. It's quite a long video, but hopefully worth the time(!)

Link to the video: CISI TV - The new "new normal" in investment

We hope to do more videos in the near future, all feedback welcome!