top of page
Search


Are Equity Investors Over-Optimistic Today?
A few weeks ago I wrote an article called ‘What could possibly go right’? My main point was that equity markets were being...
William Bourne
Feb 10, 2023


What Could Possibly Go Right?
Equity markets have risen substantially in the last two months. The oil and financials-heavy FTSE100 actually rose during 2022 despite...
William Bourne
Jan 9, 2023


Annual inflation indicators survey |Linchpin
Annual inflation indicators survey |Linchpin This is Linchpin’s eleventh annual update on the long-term outlook for inflation, in which...
William Bourne
Dec 22, 2022


Japanese equity round table
William Bourne recently spoke at a Camradata round table on the subject of Japan Equities with four other panellists. It was a robust...
William Bourne
Nov 17, 2022


Room 151 article on higher bond yields
William Bourne has recently written an article on what higher bond yields mean for the wider investment markets, and in particular...
William Bourne
Nov 17, 2022


The conundrum of Japan updated | Linchpin
Linchpin looks again at the conundrum of Japan after a visit to the country. Valuations are cheap and provide downside protection, but...
William Bourne
Oct 31, 2022
Investment, fund placement, governance advisory
bottom of page
