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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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- Well Done David!


Markets are drifting higher ahead of important events later this month. This week’s Diary is a trip around the world starting and finishing in the US, stopping off in the UK, Euroland politics, Germany and Portugal along the way.

At the mid-point for the year a Diary about time, trade wars and confidence, together with observations about the growing impact of environmental, social and corporate governance (ESG) issues on commerce and investment.

Diary of a fund manager

Diary of a Fund Manager - Cake and Eat it - 24.06.19

24 June 2019

This week’s Diary covers politics and economics; a heady mix at the moment with which leading and the other following a matter of debate. Also, something old and something new for those looking to the longer term.

A numerical description of Brexit, more about change and fund management lessons from the art world, all make an appearance in this week’s Diary. Investors are in a pensive mood with markets little changed in recent days. Last week equities ended marginally ahead, bonds and gold unchanged, whilst the dollar was our collective currency of choice. Despite burning tankers in the Strait of Hormuz the price of a barrel of oil moved up by only a fraction. Less demand, more shale supply, the explanations flooded in. Something must have changed, but quite what is a matter of debate.

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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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