Oil and the Crisis Season
Trade in Whisky; Back in 2006, I attended a lunch presentation with Arjun Murti, the Goldman Sachs oil analyst who
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A diversified portfolio service that blends traditional bonds and equities with alternative assets such as gold, commodities, and digital assets
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Absolute Return Funds – The Showdown
Trade in Whisky; A characteristic of 2023 is how the risk-averse funds have lost money while the stockmarket has roared
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The Ruffer Investment Company
This week we review the Ruffer Investment Company (RICA). But before we do, I was very satisfied with last week’
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The Capital Gearing Trust and the Ruffer Investment Company
Trade in Whisky; There is disquiet as our two long-standing, multi-asset investment trusts have come under pressure. The Capital Gearing
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Trading Tenaris
I have had several emails about dealing in Tenaris (TEN IT), where IT means Italy. Some have asked if Tenaris
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Going Global
Trade in Whisky; US equities think it’s a bull market, European equities are scratching their head, while Asian equities