US
UK
An interesting side effect of labelling oneself a contrarian investor is that many observers expect a constant stream of non-consensual thoughts and portfolio positions.
11 February 2020
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2 min read
Equities
Equities, bonds, gold, even Bitcoin, along with a range of other assets, have chalked up big gains since the US Federal Reserve made a sharp policy U-turn by cutting interest rates in response to slowing economy last autumn
10 February 2020
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2 min read
US
In the US, one exciting opportunity is in sustainable packaging, where volumes are moving meaningfully toward aluminium, which is infinitely recyclable and should have a lower overall life cycle impact compared to plastic.
06 February 2020
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2 min read
