Economics & Markets

What the Film ‘The Big Short’ Teaches Us about Value Investing

Spoiler Alert - Read this article after watching the movie. It’s reasonable to wonder what a movie about the housing…

Mellon on the Markets

I was going to write this piece in Brussels, but decided against going – and so I write from Hamburg.…

Lifetime ISA (LISA) – What’s Not to Like?

While the central bank is hurting savers in a bid to turn them into heavy spenders, the government is attempting…

Postcard from Tirana

So, Swen, ever well intentioned, sends me down here to check out the Albanian stock market and I turn up…

European Banks: Please Assemble at the Muster Station

As seen in the latest issue of Master Investor Magazine.  We really do hate to interrupt your cruise. But there’s…

Ukrainian Blues

The last time I was in Ukraine with the World Bank (February 2012) I had my fifteen seconds of fame…

The Budget Part II

Our world seems to be speeding up and getting less coherent. Probably it was always incoherent, but we were once…

Budget Spring 2016 – You Won’t Need Sugar to Sweeten This Pill

The Chancellor appeared to be in a buoyant mood delivering his budget speech on Wednesday even though he noted that…

Front-Running the ECB

Less than one week after the ECB signalled it would start purchasing investment-grade corporate bonds, bond issues are already going…

We need to talk about George

Albion Cathedral School, 16 March 2016   Dear Parent,   We regret that George’s behaviour has been a cause for…