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INSIGHTS

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In this week’s Diary, more from the companies that make the market and the central banks that set the price of money before returning to events in China.
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In this week’s Diary, and after the sell-off at the start of last week, a review of previous ‘scares’ both this year and over the last 25 years. Also news from the corporate world ranging from cardboard boxes to oil and finally a connection between the Olympics and Afghanistan.
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In this week’s Diary, more Chinese problems, why OPEC still matters and an inflation update. Also, some US politics and Brexit from a European perspective. Finally, why the technological revolution is what really matters. And almost nothing about football.
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In this week’s Diary, hot summer markets, the strength of the UK financial services sector and the under-representation of China and India in global indices. Finally, what Joan Didion had to say about Ernest Hemingway.
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About the author

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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