From the CIO’s desk

The Navigator

July 2022

The Bear Necessities – Webinar Recording

[Recording Password: Bear2022! (case sensitive)]

The Bear Necessities

May 2022

Covenant Capital May 2022 Luncheon: The Three ‘Wise’ Men

[Recording Password: 3Wisemen! (case sensitive)]

Which is a greater risk from hereon? Inflation or recession?

[Podcast Password: Podcast2022! (case sensitive)]

April 2022

Everyone has a plan until they get punched in the mouth

March 2022

If not now, when?!

January 2022

The Long and Unwinding Road

December 2021

Semiconductor The new shovel makers

Another Day, Another Scariant

October 2021

Another Lexicon

July 2021

Courage on the blocks

Rethinking Regulation In China

May 2021

When it peaks

March 2021

Low and Slow

January 2021

After the Storm, what comes next? [Webinar]

November 2020

No Blessings goes uncontested

August 2020

Band Aid

June 2020

The Four Horsemen of the Apocalypse

April 2020

Never let a good crisis go to waste

Protagoras Paradox – Covid19 [Webinar]

March 2020

Another hole in the wall

February 2020

nCov and where is the Batman when we needed him most

January 2020

What’s on your mind

November 2019

This is the world we live in

August 2019

I see Yield, you see me

July 2019

Investment Outlook 2H19 : It’s getting late

June 2019

Conflated, Confused, hopefully not Concussed

May 2019

The Tariff Man Strikes Again

March 2019

Show Me The Money

February 2019

When Doves Cry

December 2018

The dreaded “R” word

October 2018

Simi ci 7th innings?

September 2018

O Captain! My Captain!

August 2018

Turkey is a delicious bird if cooked correctly

June 2018

Memories fade but the scars still linger

May 2018

Thucydides Trap

March 2018

Bye, Bye, Miss American Pie

February 2018

Hachiko – The dogged tale of faithfulness and loyalty

Don’t Worry Be Happy

January 2018

Eat Drink Man Woman

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