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Insight - Making Sense of the Narrative

Invest with Market Thinking in a UCITS global equity fund, developed in collaboration with Toscafund, a UK and HK-based specialist investment manager, harnessing the power of behavioural finance through thematics and factor ETFs.

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Following my comments here (and on Linked in) about the huge mistake I think Elon Musk has made with his new pickup, I was sent a link to this new competitor, whose truck will be available before the Tesla DeLorean special.

I had booked my flights for a pre-Christmas visit to London before it was announced that there would be a General Election in the UK on December 12th. As such I find myself here on a highly significant day for the UK economy.

Look at Linked In or any corporate website and everything is about Climate Change, sustainability and ESG. There is no longer even any debate about the science, it has, according to the politicians at least, been ‘settled’ even though of course in real life, it has not.

November saw a lot of book squaring which created some aggressive sideways trading before both bonds and equities resumed their bull trends.

The elections in Hong Kong at the weekend produced a huge swing to the Pro-democracy parties. All eyes therefore will now be on the Hong Kong Legislative Elections next September.

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