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Diary of a fund manager - 21 October 2019 - E&OE

In this week’s Diary the practicalities of investing for life after Brexit, what it takes to be in business for over 200 years, disclaimer inflation and why demonstrations and strikes may become more prevalent after decades in hibernation.


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In this week’s Diary, a quick market update, London life and more about India. And a bit of swimming to add to the mix.

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Diary of a Fund Manager - Westrise

06 January 2020

I went to India in search of another mega-trend to add to the list of themes that will drive change and investment return in the new decade, but in this, the first Diary of 2020, I find myself looking west from a different place rather as the Apollo 8 astronauts did when they saw Earth rise from the moon. Travel broadens the mind most definitely, but also provides different perspectives.

In this week’s Diary, my final for 2019, thoughts on the rules of engagement for 2020 and the implications for investment.

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Diary of a Fund Manager - All Quiet

25 November 2019

In this week’s Diary, observations about the calmness of markets despite regular provocations, news from the world of business as an escape from politics and travels in the UK.

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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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