You're now leaving the Market Thinking website

Please note that you are about to leave the website of Market Thinking and be redirected to Toscafund Hong Kong. For further information, please contact Toscafund Hong Kong.


Insight - Making Sense of the Narrative


This is the second in a short series of posts which, as the title implies, address four important and inter-related problems for Wealth Management and, by extension, Asset Management and in conclusion offers a Solution.

As the title implies, this short series of posts addresses four important and inter-related problems with Wealth Management and by extension Asset Management and in conclusion offers a Solution.

We are spending the days running up to Christmas writing a series of upcoming posts about some of the key structural problems facing Asset management and by extension Wealth Management, to be followed early in the New Year with our proposed solution to some of these. In the meantime, still time for a few musings (albeit delayed from a Monday)

Two of the main drivers to low inflation over the last decade – cheap exports from China and low energy prices from Russia – are both disappearing, meaning at the very least a reset higher in the overall price level.

The following is a short article written for the Australian Financial Review summing up the current situation in markets.