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CENTRAL BANKS STILL HAVE THE MONETARY TAPS TURNED ON. WHERE WILL THAT LEAD MARKETS?
We wrote an article in May 2020 entitled ‘V for victory?’ which made the case for a V shaped recovery for both markets and (later)...
William Bourne
Apr 15, 2021


PASSIVE OR ACTIVE? SUMMARY OF OUR LATEST WEBINAR ON 30TH MARCH 2021
We held the first in our new ‘elephants in the room’ webinar series on 30th March to debate those large awkward subjects which we would...
William Bourne
Apr 1, 2021


ARE CENTRAL BANKS LOSING THEIR INDEPENDENCE - ROOM 151
William argues that banks are "nothing like as independent as we are led to believe" in this blog on Room 151.
William Bourne
Mar 18, 2021


A JOURNEY TO A MORE SUSTAINABLE PORTFOLIO - BLANKET DIVESTMENT IS NOT THE ANSWER
One of my clients, East Sussex Pension Fund, has over the past 18 months been on a journey to migrate its traditional equity portfolio,...
William Bourne
Mar 5, 2021


EQUITY MARKETS TO PEAK IN 2021? WE LOOK AT THE END JANUARY LIQUIDITY DATA
We last wrote about markets in mid-December. We suggested that the global economy was on course for a V-shaped recovery, even if it...
William Bourne
Feb 15, 2021


IS THE STOCK-LENDING BEHIND SHORT-SELLING COMPATIBLE WITH THE STEWARDSHIP CODE? WE THINK NOT
Short-selling has been in the headlines after retail investors ganged up to overwhelm hedge fund short positions in some selected stocks...
William Bourne
Feb 2, 2021
Investment, fund placement, governance advisory
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