11 February 2026
The markets may look familiar, but the rules you grew up with? Most no longer apply. In the 1980s, a sophisticated investor in the UK understood the game intimately: strong macro signals, long-term positioning, and an unwavering belief in the power of compounding. The playbook was clear; fundamentals ruled, gilts provided ballast, and equities delivered over time.
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04 February 2026
If you’ve been investing for a while, this probably won’t sound radical: equity markets aren’t just discounting earnings. They’re discounting a whole set of assumptions that rarely get written down. Assumptions about institutions, behaviour and continuity.
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28 January 2026
In many UK investor circles, “derivatives” still carry an image problem. For too long, options have been seen as the preserve of speculators; useful only for high-volatility plays, directional bets, or hedge fund aggression.
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21 January 2026
Every seasoned investor has scars - some wear them like medals, while others let them dictate every future move. But here's the paradox at the heart of professional investing: the market rewards memory, but punishes emotional baggage. So, by all means, use the past as a compass, but don’t see it as a chain of connection.
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14 January 2026
In investing, intelligence isn’t in short supply. Most professional investors have the tools, models, and experience to recognise when markets are overvalued, when consensus has gone too far, or when risk is mispriced.
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07 January 2026
Supermarkets, the internet, and AI, disruption isn’t new, but investor memory often is. Every market cycle tells us the same story, but in a different language:
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