The focus of this week’s ‘Insights’ is on the French elections and the possible ramifications for the Euro. Let’s be clear from the start. My core view is that the Euro, in its current form, will not exist a decade out. Possibly a bold statement...
Read moreA year ago I wrote of my trip to the Enchanted Farm and my experiences. I was drawn to the place having met with Tito Tony (Tony Meloto) the founder of the farm and also Gawad Kalinga. As anybody that has met with Tony, his personality and charm...
Read moreIt’s been an interesting few weeks, during and following the US elections, with Trump surprising most by winning. The volatility of the futures market was something to witness, as Equities sold down and gold rallied, as investors priced in...
Read moreA few days back, I was asked to prepare a presentation to give an overview of my current thoughts on the market and how to invest in them. Summing it up, the best I could come up with is that the markets are very dislocated and that one has to...
Read moreFollowing the recent rally in March, the question on most investors’ minds is whether this is simply a counter trend relief rally or a continuation of the longer bull market we have seen since 2009. My expectation is the former and that the...
Read moremet with a number of large private investors around the Asian region last week. What I heard concerned me, as many are still sitting with significant exposure to Corp debt and Equities. Why the concern? Neither corp debt or equities are ‘cheap’...
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