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Diary of a fund manager - 25 June 2018 - Majority Rule

This week’s Diary contains reflections on the implications of higher interest rates, the change from quantitative easing (QE) to quantitative tightening (QT) and trade wars. Then, looking slightly further ahead, the growing importance of millennials as they take over from ageing boomers.

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Diary of a Fund Manager listed as a must listen podcast!

- Well Done David!

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Diary of a fund manager

Unfinished Business

02 July 2018

Stepping away from the escalating trade war provides some perspective. This week’s Diary contains observations gleaned from the hedge fund and insurance sectors. Also, end of term reflections and some book recommendations for the beach.

Diary of a fund manager

Majority Rule

25 June 2018

This week’s Diary contains reflections on the implications of higher interest rates, the change from quantitative easing (QE) to quantitative tightening (QT) and trade wars. Then, looking slightly further ahead, the growing importance of millennials as they take over from ageing boomers.

Diary of a fund manager

Change Management

18 June 2018

This week’s Diary is a real and virtual travelogue, taking in the past and the present, before looking at the themes that will define the future and so drive investment returns. Artificial intelligence (AI) is enhancing human intelligence (HI) and the pace of change is accelerating.

Diary of a fund manager

Bicentennial

11 June 2018

Although this is the 200th Diary I have resisted the temptation to write a retrospective, commenting on what has changed over the last four years, what themes have emerged and which issues that appeared important at the time, are now forgotten. Instead the focus is on the future and, in particular, the growing influence of China, both economically and politically.

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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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