December 2019

December 2019

by | 02 Dec 2019 | 2019, Some Thoughts

This weekend I was the guest of a sovereign wealth fund that hosted a business forum to coincide with the Grand Prix. Sadly Chatham House rules, and courtesy to my host precludes me from writing about the event. The weekend though only reinforced my belief in the...
November 2019

November 2019

by | 15 Nov 2019 | 2019, Some Thoughts

I travelled recently through the Middle East and it was palpable the level of interest for real UK assets particularly property – the highest I had seen in my years of travelling to the Gulf. There was also interest in direct UK equity with the Woodford issue not...
October 2019

October 2019

by | 31 Oct 2019 | 2019, Some Thoughts

Below are my personal thoughts and do not necessarily represent those of Ocean Wall So, week six now of Ocean Wall and a busy start. I thought I would resume the ‘Some Thoughts’ emails I did at Deutsche Bank and more recently at Arrowgrass. The Brexit debate in the UK...