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-Well done David!


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In this week’s Diary, post-lockdown recovery news, observations about what will matter to markets over the next few months and some hard to answer questions.
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In this week’s Diary a survey of the many balls in the air at the moment before returning to the ground level detail of investment as we re-emerge into a changed world.
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In this week Diary, as we approach the summer solstice, opinions from around the world and thoughts about whether man or machine is coping better with a year dominated by the unexpected.
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In this week Diary, optimism rules for now, but it is the detail that will matter more as we emerge from lockdown. Filling in some of the gaps, news about US employment, UK manufacturing and the insurance sectors.

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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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