Month: October 2018

China: Newsroom doom and gloom

It seems you can’t open a newspaper without reading another negative headline about China. Most ‘western’ financial journalists love to write about trade wars, currency manipulation, shadow banking and mounting debt, the narrative being that China has a myriad of problems, the scale and potential ramifications of which are huge.… Read the article

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It’s no surprise that in an ever evolving and complex world where people are constantly overloaded with new information, our natural human tendency is to search for simplicity. We’ve seen this evolve in the investment world as much as anywhere else with many investors now having a single focus when… Read the article