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Diary of a fund manager - 11 March 2019 - The Sound of Kicking Cans

Central banks are doing their best to de-stress the financial system. First the Fed and now the European Central Bank. This week’s Diary focuses on the latest news from central banks and, as Brexit approaches, how Switzerland has coped with 25 years of trade negotiations.

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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

Diary of a Fund Manager - The Selfish Giant - 18.03.19

18 March 2019

In this week’s Diary, reasons to be optimistic about business and investment despite the Great Fire of Brexit which continues to consume all in its path. Also, an attempt to put China in perspective. The world is bigger than Westminster.

Central banks are doing their best to de-stress the financial system. First the Fed and now the European Central Bank. This week’s Diary focuses on the latest news from central banks and, as Brexit approaches, how Switzerland has coped with 25 years of trade negotiations.

With politics dominating the news agenda in recent days, investors took a back seat. This week’s Diary looks instead at reasons to be an active investor in UK equities during a time of change, together with a bit of swimming.

Diary of a fund manager

Diary of a Fund Manager - Spectrum Analysis - 25.02.19

25 February 2019

This week’s Diary attempts to be evidence based, focusing on facts that illuminate the present and direct our attention to the future. Trigger warning, more about Brexit than usual.

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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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