Taking Stock – was that it?

This is an excerpt from David Henry’s latest Diary of an Investment Manager newsletter. In the article he focuses on the recent inflation data out of the States, and the subsequent rally for stock markets. Read more…

Taking Stock – the predictions business

In this article David discusses the difficulty and delusions we face when attempting to predict future outcomes and market reactions. It includes his rules of thumb to keep in mind to guard against the worst implications of needless forecasting. Read more…

Taking Stock – The Big Question

This is an excerpt from Quilter Cheviot’s regular newsletter ‘Taking Stock – Diary of an Investment Manager’, in which David discusses the direction of travel for inflation and looks at lessons from history… Read more…

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