Liquidity Crunch Across the table in the rather tired looking meeting room, the grey haired but immaculately presented fund manager bit his …
Jeremy Grime
Jeremy has deep experience in the UK Specialist Financials sector through over 30 years experience as a small cap fund manager and broker. Jeremy likes to take a top-down approach to his writing, looking at economic and market trends and then drilling down into opportunities for investors.
I have a view that institutional brokers are in decline because they have lost “placing power” as investors are taking control of their own finances. So ultimately placing power will revert to those that own the retail flow (as was the case 80 years ago when my forbears were stock broking) which puts Private Investors using software like SharePad and ShareScope in a great position!
Navigating Change Conservatively Sometimes it can be useful to stand back and take stock so we don’t get those market eyes that …
Inefficient Markets I find myself increasingly bullish. Or maybe I have recently had a holiday and by the end of the week …
Business Models I found myself wondering whether models become outdated over time. In this age of diversity, governance reporting, and gender indexes …
It’s a bi-polar world Printing money hoping that will engineer inflation has in the past resulted in inflation, but it hasn’t worked. …
The Great British Corporate Sale One of the things the City of London excels at is selling its own to overseas acquirors. …
Agricultural Investing The nerves were tested last week. Back in Q4 last year the 17% fall in the FTSE 100 was one …
The Narrative of Growth I suspect I am not alone in being trained as a value investor in the 1980’s. That was …
In need of boredom Equity investors need to be an optimistic bunch – since equity markets outperform over the long run. Academics …
Testing times I find this one of the most uncomfortable investing era’s I can recall. The outperformance of growth stocks continues while …
The Greening of Fund Management It is still useful to contemplate the state of the world over a good lunch as I …
Where are the Customers’ Yachts? The book “Where are the Customers’ Yachts?” by Fred Schwed was written 75 years ago but as …
The Bubble has burst Sometimes we spend so long waiting for something to happen we don’t realise it has started. But I …
Disruption in the Courts Early for lunch on the 24th floor of Tower 42 in the City I gazed over the tower …
Structural Change in the City It always amazes me how debt can lead to innovation. Humans find ingenious solutions. The Bank of …