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Know thyself
Every blog I write inevitably involves some research and fact checking. I don’t wish my imposter syndrome to be exposed
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“I think, therefore I am”, René Descartes
It is the latter part of this quotation that has been on my mind this week, largely because of the imagery featured widely in social media, particularly on LinkedIn. In…
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“A logical picture of facts is a thought” – Ludwig Wittgenstein
As an investment consultant I had the privilege of researching different investment managers and learning about their techniques and processes for selecting companies and building portfolios. A large part of…
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Goodbye globalisation…hello intolerance?
The front page of last edition of The Economist grabbed my attention: “Goodbye globalisation – the dangerous lure of self-sufficiency”. This is an issue that has been preying on my…
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“Facts are stubborn things, but statistics are pliable”, Mark Twain
In these challenging and uncertain times our propensity to follow the latest news stories seems heightened, with a focus on new and unfamiliar terms. One such term is the ‘R…
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Environmental, Social and Governance (ESG) – time to adapt the social contract?
The usage of the term ESG among investment practitioners – both owners and the mangers of capital – has risen spectacularly over the past decade, with a significant acceleration in…
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Blog 1 – a retrospective
This is the first blog. I hope it is the first of many to come, as I embark upon a new chapter in my career.
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