Published by Hilliard MacBeth on Sep 28, 2018
BCA Research’s annual conference delivered some great investment ideas this year, over two jam-packed days, to an audience of about 300 portfolio managers and investors from all over the world. There were some surprising forecasts, in an environment of... Read more Published by Hilliard MacBeth on Sep 21, 2018
Recent news articles focused on the tenth anniversary of the Lehman Brothers failure and the global financial crisis that followed. A theme runs through much of the commentary; that no one could have foreseen the 2008-09 crisis. That narrative is wrong... Read more Published by Hilliard MacBeth on Sep 14, 2018
Recently I attended The Oxford Central Banking Senior Executive Programme. Five days of presentations and discussions reinforced my understanding of the process of creating money — 97 percent of money has been created by commercial banks when they make... Read more Published by Jonathan MacLeod on Sep 07, 2018
Longevity is an interesting concept for investors. In its simplest form longevity is undoubtedly seen as a good thing because it means more time spent enjoying life or time with loved ones. With significant gains in longevity over recent decades it is... Read more