The Passive Bubble
Trade in Soda; Market historians will look back on this era and conclude that it was one of the greatest
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Time for a Hedge Fund
Trade in Soda; Hedge funds were all the rage in the late 1990s, as skilled investors, and even more unskilled,
Prepare for Lower Rates
Trade in Soda; Following the recent inflation data falling to 3.3%, down from 9% two years ago, the bond
When Will Value be Realised?
Yesterday, I was in London at an investment conference, where 19 people pitched investment ideas. They were all seasoned professional
Elections and Slowdown
Corporate Action in Soda; It has been a week of surprises, and they have been coming thick and fast. The
Diversification in Emerging Markets
Trade in Soda; I was recently asked why Brazil and Mexico have not joined the global bull market, especially given