The ECB’s plan was for financial institutions to avoid paying negative interest – just not like this This week Reuters told us that one of Germany’s biggest banks is considering “storage alternatives” for its cash. …
Here’s something interesting – an article in the FT that is supportive of the Japanese stockmarket but that isn’t written by me. Leo Lewis is looking at Japan and seeing some good stuff. There are …
The Scottish economy is having a tough year. So tough that the EY Scottish Item Club has just cut its forecast for growth this year to a mere 1.2% (down from 1.8%) Much of this …
During the run up to the Scottish referendum I wrote that I was uncomfortable with the idea that huge change could be forced by a small majority on a low turnout. It seemed to me …
You might remember me writing about a particularly good group of Vietnam based fund managers – SSI Asset Management – coming to see me in Edinburgh last year. They’ve just been through again, so this …
In today’s FT Janan Ganesh writes about the politicians and City men who are pro Brexit. Their “insouciance” is, he says, “the privilege of the rich”. Politicians are immune from recession; their money keeps coming …
Everyone keeps asking for a “vision”. Why can’t the Out camp (or for that matter the In camp) give us a clear vision of what the UK might look like post Brexit? How can they …
Nicola Sturgeon: the Treasury is insulting the intelligence of voters This is hard for me. Deep breath. Here we go. I think it is likely to be a one off, but I agree with the SNP’s …
I went on Question Time last week. This is pretty scary stuff – which I guess is why people tend to assume that you don’t necessarily mean much of what you say when you are …
When is a dividend not a dividend? When it is paid out by an increasingly number of investment trusts. This week, Scottish Mortgage – one of the trusts we hold in our investment trust portfolio …