Economics & Markets

Mellon on the Markets

Last night, I went to the Hilton in Park Lane, London, to listen to an interview conducted by Jon (yes,…

Japan Adopts Negative Interest Rates

When I woke up today I was shocked by the news that the BOJ had cut its benchmark rate to…

Postcard from the Jaipur Literary Festival

Drat! Had I arrived but one day earlier I could have heard both the ubiquitous Stephen Fry and superstar French…

What can we expect from 2016?

As seen in the January edition of Master Investor Magazine. We’re now at the beginning of the year: a time…

Is now the time to buy European equities?

The ECB has kept its key rates and asset purchasing programme unchanged while Mario Draghi promised investors there’s more to…

Inequality: Causes and Solutions

The latest data published by Oxfam show a worrying increase in income inequality during just the last few years. Many…

Art Deco Economics

The Chancellor talked of a new, unwelcome economic cocktail the other week. His message was to warn us that the…

Portfolio Positioning for 2016

As seen in the January edition of Master Investor Magazine. “My global outlook for 2016 is for broadly steady but…

2016: The Year of Living Dangerously

As seen in the January edition of Master Investor Magazine.  2016, The Year of the Monkey, will be a capricious,…

Ground Control to Major Doom

Master Investor was given permission to re-publish this missive from Alan Steel of Alan Steel Asset Management. Alan will be…