You’re not removing risk from your portfolio. You’re paying to turn it into another kind of risk…
The Investor
What caught my eye this week. I am finding it hard to get too worked up about the coronation of packet-fresh MP Andy Burnham as the UK’s new prime minister. Perhaps it’s Stockholm Syndrome after seven PMs in a decade, but there are worse things that could happen than when our party-first system puts a [...]
What caught my eye this week. This week saw Rotork and Gooch and Housego fall… No, not to the sharp blades with silver-studded hilts of Odysseus in Christopher Nolan’s epic new blockbuster, despite their funny names. Rather, they’ve fallen to takeovers. The Great British boot sale continues. High-end engineer Rotork has been bundled into the [...]
