Outlook

Highlight

Blog

21JUN 2019

Outcomes and timeframes – With Annie Duke, Part 3

The Value Perspective recently had the chance to chat with author and retired US poker player, Annie Duke, in the third of three resulting articles, we discuss outcomes and timeframes in the context of decision-making

2018

FEBRUARY

20FEB 2018

Blog

Investment Red Flag Watch: Why we’re worried about the return of ‘SPAC’

We keep a folder of ‘red-flag market indicators’ – developments that make us very uneasy indeed – and one of them is the return of the so-called ‘special purpose acquisition company’

JANUARY

16JAN 2018

Blog

Is 2018's rosy economic outlook really that rosy?

The economic outlook for 2018 may look rosy but the wider market already appears positioned for that – and, when this happens, things can often go very differently from how investors were hoping