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Iggo's insight

27. März 2020

Denial, panic, hope.

We are passing through stages of a global social and economic disaster. The denial of February quickly became the panic of March. Now markets are responding to the massive policy response.

Iggo's insight

20. März 2020

Dark Days

As we all isolate and get used to home video conferences and virtual lunches, there is much to reflect on.

Iggo's insight

13. März 2020

A view from the markets – Looking for the turn

It is hard to be optimistic when the news is so bad. The virus spread is exponential and market declines are massive. Governments are having to impose emergency powers to deal with the health crisis ...

Iggo's insight

6. März 2020

Global / Local

There are more and more tensions between a “global” economic model and a “local” one. Politics has shifted towards the local and the emergence of the COVID-19 virus has exacerbated it.

Iggo's insight

28. Februar 2020

Staying Home

To paraphrase The Smiths, “I would go out tonight, but I haven’t got a mask to wear”. The unfolding economic crisis is the result of people staying home, not travelling or going to work either becaus ...

Iggo's insight

14. Februar 2020

Love and life

The natural world is something that we can’t always control. Extreme weather and epidemics are now real threats to the functioning of society and economies. Up front is the coronavirus and its impact ...

Iggo's insight

7. Februar 2020

Can you rely on bonds?

The nirvana of long-term investing is high returns and low volatility. In core markets, higher returns come from equities, driven by economic growth.

Iggo's insight

31. Januar 2020

The opportunity set

Investors are rightly concerned about the coronavirus. We don’t have the ability to judge how long the epidemic will last and how bad it will get.

Iggo's insight

24. Januar 2020

Be Responsible

The logic of responsible investing comes from its appeal “of doing the right thing”. If responsible investing reduces risks and contributes to better outcomes, then it is beneficial to individuals an ...