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Diary of a fund manager - 21 October 2019 - E&OE

In this week’s Diary the practicalities of investing for life after Brexit, what it takes to be in business for over 200 years, disclaimer inflation and why demonstrations and strikes may become more prevalent after decades in hibernation.


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

- Well Done David!


In this week’s Diary the focus remains on the economic consequences of the coronavirus, what the authorities are doing and the impact on business. Also, an instant reaction to the appointment of the new Chancellor of the Exchequer.

Coronavirus ripples are spreading out from Wuhan bringing uncertainty to financial markets. This week’s Diary delves a bit deeper into the investment consequences of a genuine unknown.

Politics, economics, the wisdom of crowds and the impact of the coronavirus on investment markets are the subjects covered in this week’s Diary. Also, news from the corporate world where takeovers and earnings results continue undeterred by other events.

This week’s Diary, the last from the EU, covers news from the European Central Bank (ECB) and Davos, revisits the prospects for 2020 covered in early December (2/12/19 link) and touches on what to look for when searching for returns over the next five years. Also, is it time to be a value investor or will growth companies remain on top and will the merger and acquisition boom continue?

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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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