Victor Hill

Agribusiness will be the ultra-cool of the 2020s

Agribusiness will be the ultra-cool of the 2020s

1 mins. to read

Farming and food production, long-since a Cinderella business, has just become a cool investment space. This month we look at how to make decent returns from feeding the world. How a world of 9.6 billion people in 2050 is going to feed itself in an environmentally sustainable and humane way is one of the greatest…

Don’t expect big gains from the FTSE in 2017

Don’t expect big gains from the FTSE in 2017

7 mins. to read

If you had decided to double up your exposure to the London stock market at the beginning of last year then you would have done well in 2016. The FTSE-100 was up by 14.4 percent on the year, confounding the economic realists (like me) and the Brexit doomsayers (not like me). Though, if you were…

The Twelve Days of Christmas

The Twelve Days of Christmas

11 mins. to read

If you ever wondered what that Christmas song really means, look no further. It’s the moment to look back over the momentous year gone by and to prepare for the even more tumultuous one about to dawn. Some amuses bouches for hungry investors, accompanied by a glass of effervescent speculation. A partridge in a pear-shaped…

Gastronomic nationalism gives investors food for thought

Gastronomic nationalism gives investors food for thought

8 mins. to read

In the January edition of the MI magazine I’m going to be talking about food. Specifically: why global agribusiness is likely to step centre-stage in the next decade. Basically there are two main reasons. Firstly, the world’s population is growing faster than crop yields are rising. Secondly, we are running out of new agricultural land…

The end of globalisation

The end of globalisation

1 mins. to read

2016 will go down in the annals of history as the year that the world changed course. Hitherto, since the 1970s, the main theme of global economic development was globalisation – the idea that international borders were inimical to economic development; that tariff-free trade went hand in hand with the free flows of goods, capital…

Earthquake in Italy: European banks tremble

Earthquake in Italy: European banks tremble

8 mins. to read

Another vote, another shock Yesterday, Italy became the most recent domino to fall in the global populist revolution about which I wrote in this month’s MI magazine. If Mr Cameron (score: 48 percent) resigned at half past eight in the morning, Signor Renzi, the Italian Prime Minister (score: 40 percent) resigned at midnight. He had…

Escape from the Brexit Labyrinth

Escape from the Brexit Labyrinth

11 mins. to read

Every school kid now knows that if the British government wants to fulfil the will of the British people expressed last June they have “to trigger” or, “to invoke” Article 50 of the Treaty of Lisbon (2007). Prime Minister May has stated that she intends to do this before the end of March 2017. Sadly,…

I, Philip Hammond…

I, Philip Hammond…

9 mins. to read

UK public finances are way off course. But, despite the unsympathetic forces of a cynical state ranged against him, one well-meaning bean-counter is trying to survive in extreme adversity. It makes for a harrowing Ken Loach movie… I’m appointed to make an assessment, Mr Hammond When Philip Hammond MP, Chancellor of the Exchequer, stood up…

Why you should be worried about global debt levels

Why you should be worried about global debt levels

10 mins. to read

Financial Armageddon? At least you reacted… Readers’ reactions to my piece in this month’s MI magazine on the theme of Financial Armageddon were, as usual, intelligent and interesting. In case you missed it, I was arguing that risks in the global financial system have been rising inexorably to a point where another systemic financial crisis…