Diary of a Fund Manager - Imagine 11.01.21
This week marks the Diary’s seventh anniversary and so it is pleasing to report news of a good start to the year despite Washington events. Also, thoughts on how to balance first half threats with second half optimism and what to make of Brexit. Finally, as a follow up to last week’s le Carré quotation, a couple of images that might be of use as we search for investment opportunities in our new reality.
Responses to the John le Carré comments last week were interesting, ranging from those who had met him to thoughts about the quotation at the end. Investment is about the search for reality but imagining can help direct our attention to both opportunities and threats. When thinking about the unique experiment that we are participating in at the moment; the creation of huge amounts of money from nowhere, while at the same time deliberately stalling the global economy, the Chernobyl test that went wrong sprang to mind. So far as the future of the global mega-cities are concerned, the first Blade Runner film presented images to conjure with.
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Award-winning Investment Manager
Winner, Wealth Manager of the Year– City of London Wealth Management Awards 2017
Gold Rating, Diary of a Fund Manager – Portfolio Adviser Wealth Manager Awards 2017
Winner, Outstanding Achievement – City of London Wealth Management Awards 2016