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Diary of a fund manager - 11 March 2019 - The Sound of Kicking Cans

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.


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Diary of a Fund Manager

Diary of a fund manager - Blue Moon - 16.09.19

16 September 2019

In this week’s Diary, what mattered last week and what might drive markets this. The cost of money, inflation, the price of oil all matter. Also, news from Belfast which finds itself in the eye of the Brexit hurricane.

Political drama, counter intuitive market moves, the state of markets as we enter the last few months of 2019 and why networks, whether in Vienna over a 100 years ago, or the modern internet variety matter. All make an appearance in this week’s Diary.

In this week’s Diary news from around the world for those just back from the beach, a moderate amount about Brexit and two themes that look set to dominate the investment agenda for years to come.

Diary of a Fund Manager

Diary Of A Fund Manager - Wobegon August - 27.08.19

27 August 2019

The August lull continues, but under the surface there is a lot going on. News from elite gatherings in Jackson Hole and Biarritz, the unpredictability of the leader of the free world and more about the economic slowdown both in theory and practice. All framed by Garrison Keillor’s fictional town in central Minnesota.

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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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