April 2020

by Ian Ross | 01 Apr 2020 | 2020, Some Thoughts

So, into week three of home schooling and I am close to expelling three pupils and taking early retirement! At the end of last year the market cap of Zoom was a quarter of that of the big US airlines (Delta, United, American & Jet Blue) and now it is the same size...

March 2020

by Ian Ross | 16 Mar 2020 | 2020, Some Thoughts

For each of us I am sure when we pressed <F9> on our wealth spreadsheets at the end of last week there was a collective sigh. At least when one is self-isolating no one can hear you scream! From January 20th to last Thursday $13tn has been wiped from stock...

February 2020

by Ian Ross | 12 Feb 2020 | 2020, Some Thoughts

I have spent the last couple of days in Abu Dhabi having meetings to coincide with the Milken Middle East and Africa Summit. As I have mentioned previously, each trip here reinforces my view of the Middle East as a burgeoning centre for both thought leadership and...

January 2020

by Ian Ross | 22 Jan 2020 | 2020, Some Thoughts

Last week I saw Lord William Hague of Richmond. As you will know Hague was former UK Foreign Secretary and Conservative Party leader. He said that Boris had exceeded the expectations of insiders. This was “not just a new year but a new era” and that the Brexit process...

December 2019

by Ian Ross | 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

by Ian Ross | 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...