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Inflation And The Ketchup Bottle Effect

15th May 2013

As bonds continue their march upwards, we cannot help but think of the now infamous words spoken by Chuck Prince, then CEO of Citibank, in July 2007: "As long as the music is playing, you've got to get up and dance...We're still dancing."

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Side Stepping The Bond Bubble

23rd April 2013

Bond yields are at all-time lows. This is not news - we have lived through a 30 year bull run in Gilts (10 year Gilt yields have fallen from 16% to 2% since the early 1980s).

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Is Inflation a Greater Risk Than The Market Believes?

16th April 2013

With the monetary authorities of major developed market economies implementing unprecedented levels of stimulus in lock-step, many investors are worried about inflation over the long-term.

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A Finite World

8th April 2013

Big news from one of the large investment consultancies – UK pension funds are falling behind their long term targets!

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Cyprus – A Tempest In a Teapot?

18th March 2013

News of Cyprus's plans to loot deposit accounts has, not surprisingly, shaken markets and left many wondering whether this could mark the end of the current equity market rally.

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Private Asset Management: Commodities Q&A

1st February 2011

David Ford, managing partner of Gatemore Capital Management, discusses the rationale for commodity investment and how to think about making it part of an overall asset allocation.

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Don’t Take Financial Advice From Salespeople

5th June 2009

At large private banks, “financial advisers” claim to play the role of impartial advice-givers, but in reality often act like

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