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INSIGHTS

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In this week’s Diary a look at the world around us and the implications for investment, why politicians and scientists find it difficult to understand each other and a link between inflating bubbles and index tracking.
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In this week’s Diary, Brexit, bankruptcy and bubbles with a virus overlay. Also, some thoughts about opportunities for an independent UK as the US and China compete for top slot in the 2030 global economy.
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Marking the Diary’s seventh anniversary, it is pleasing to report news of a good start to the year despite Washington events in addition to thoughts on how to balance first half threats with second half optimism and what to make of Brexit.
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In this week’s Diary, important news which came out during the seasonal quiet time, together with the challenges for business and investors alike as we grapple with Brexit and COVID-19 at the same time. Also, a bit of John le Carré.
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Artificial intelligence in the time of disease

Artificial intelligence

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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