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In this week’s Diary an update on markets, what indices are telling us about the handling of Covid-19 and observations about portfolio construction now that ‘risk-free’ bonds are also return free.
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This week’s Diary, the 300th, includes a brief summary of recent news before moving on to a review of the past, present and future. In an ocean of information, what matters and what doesn’t when it comes to investment.
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If you were unable to join us for David Miller’s third Diary of a Fund Manager Live, you can catch up on the session now.
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In this week’s Diary, paying for the present and also the future we so desire, Brexit, together with updates from the US and India. Also, comments from a reader about the importance of intelligence when it comes to earning a return.

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Fund Manager Live: September 2020

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Artificial intelligence in the time of disease

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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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