Jun 2021

by Ian Ross | 01 Jun 2021 | 2021, Some Thoughts

Firstly this month, we look at UK university IP companies that after years in the wilderness are beginning to perform. Historically tainted by their illiquid status, their spinout values are being crystallised now via sales and IPOs and we expect this to accelerate...

May 2021

by Ian Ross | 03 May 2021 | 2021, Some Thoughts

In this month’s Some Thoughts: Investor sentiment to hedge funds is at decade highs and we look at where allocations are going. We focus on how three world class CEOs have teamed together and are taking advantage of the need-for-infrastructure thesis. For us, the...

April 2021

by Ian Ross | 05 Apr 2021 | 2021, Some Thoughts

One of the fallouts post the Archegos fire sale of assets will be not just how much leverage banks can extend to individual funds but also for hedge funds to evaluate their prime brokerage banking relationships. Memories of 2008 stay fresh and no fund wants their...

March 2021

by Ian Ross | 09 Mar 2021 | 2021, Some Thoughts

Exclusive Q&A with Murray Roos, Group Head of Capital Markets at LSE on Lord Hill’s Review On 3rd March, the City eagerly received Lord Hill’s review of the listing regulations in the UK and his recommendations for updating requirements and attracting more ‘new...

February 2021

by Ian Ross | 09 Feb 2021 | 2021, Some Thoughts

The situation since the last Some Thoughts has changed materially. The UK & US are now beyond the peak from early January. Both countries are on pace to vaccinate 75% of their population against Covid-19 this year. One can start to feel increasingly optimistic...

January 2021

by Ian Ross | 01 Jan 2021 | 2021, Some Thoughts

2020 will obviously be remembered as the year of the dreadful Covid-19 virus, but it should also be remembered as a year of significant triumph for modern science. In retrospect, the extraordinary speed of the development of a vaccine for Covid-19 can be attributed...