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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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Rising tension in the Middle East, more trade trouble and Brexit mired in the UK political system are all in the headlines. This week’s Diary is about why some events matter to financial markets, whilst others pass by seemingly unnoticed.

Diary of a fund manager

Diary of a Fund Manager - Mighty Oaks - 13.05.19

13 May 2019

From Trumpland to China, then to the British countryside via India, this week’s Diary tours the world before ending up back at home.

Diary of a fund manager

Diary of a Fund Manager - Japan Normal - 07.05.19

07 May 2019

In this week’s Diary, where next for Japan after decades of declining importance to investors, why the established car manufacturers have found a use for Tesla and why politics and public holidays are distorting economic statistics.

Diary of a fund manager

Diary of a Fund Manager - Broad Canvas - 29.04.19

29 April 2019

This week’s Diary is about breadth and depth. The quarterly results season is in full swing and patterns of success and failure are emerging. Also, some thoughts on how markets go about setting the price of the securities that we invest in.

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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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