When we believe that we have something of interest to say, we write papers that offer a different perspective on an issue or conventional wisdom. We call this Thinking Aloud.
Given the distortions we are seeing in the markets, we think that the outlook for value is very good...Read more
Energy, particularly speculation on the future of renewables and electric cars...Read more
We were very privileged recently to attend a talk by Dave Jones, the former CFO of Northern Rock...Read more
Kennox takes its management and stewardship responsibilities seriously. As such, we believe it is...Read more
Equities are an attractive asset class, particularly at a time when the world is travelling...Read more
I’m a pessimist. I see the down side in everything – gloom and doom everywhere, pitfalls and traps...Read more
You can view more Thinking Aloud articles in the Thinking Aloud Archive