Central banks are doing their best to de-stress the financial system. First the Fed and now the European Central Bank. This week’s Diary focuses on the latest news from central banks and, as Brexit approaches, how Switzerland has coped with 25 years of trade negotiations.LEARN MORE
From Trumpland to China, then to the British countryside via India, this week’s Diary tours the world before ending up back at home.
In this week’s Diary, where next for Japan after decades of declining importance to investors, why the established car manufacturers have found a use for Tesla and why politics and public holidays are distorting economic statistics.
This week’s Diary is about breadth and depth. The quarterly results season is in full swing and patterns of success and failure are emerging. Also, some thoughts on how markets go about setting the price of the securities that we invest in.
This week’s Diary spans a particularly news-rich fortnight. Brexit of course, but the focus is mostly on the implications of how consumers are changing the world around us.
David Miller is a Quilter Cheviot Executive Director and active investment manager. He makes regular appearances on TV and radio and is the author of the prizewinning weekly, Diary of a Fund Manager which now has a global circulation list of over 20,000. In a career spanning four decades, he has worked as a stockbroker and then fund manager, advising private individuals throughout, for the last ten years at Quilter Cheviot which is part of the Old Mutual Group. He read Natural Sciences at Cambridge University and is a committed empiricist, suspicious of economists with theories.
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