-Well done David!
In this week’s Diary a tour of the world from East to West with an undercurrent of optimism as we move from tentative reopening to the evidence of activity.
In this week’s Diary, a few themes to hold onto during the grand reopening and news from the advertising front line. Also, what captures the attention of virtual audiences and a bit about books.
In this week’s Diary, a quick look at a few of the cracks appearing in the façade of the global economy, thoughts on the staged recapitalisation of business and an update on investment management using artificial intelligence.
In this week’s Diary the base case for a recovery from the recessionary hole we find ourselves in, why this crisis is unique and some thoughts about the suspension of the normal rules of investment. Also, feedback from a couple of remote workers who haven’t lost their sense of humour.
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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