Regular readers will have spotted that we have a brand new website, developed here in Hong Kong with our friends and colleagues at ToscaFund HK. Full disclosure; in addition to running Market Thinking Limited, I also act as CIO and Managing Director of ToscaFund HK. The sister company ToscaFund Asset Management, is a London based specialist investment firm established over 20 years ago. There is a link at the bottom of the page to their site or here (Toscafund.com) for more information about them. (Note this is for professional investors only).
Meanwhile, we thought it fitting that the first post on the new website would be one involving what is largely for us a new media, a video interview. This is something I did with the CISI (The Chartered Institute of Securities and Investment) when I was recently briefly back in London. In it, I discuss with George Littlejohn some of the topics already discussed here around the concept of what we are calling the new 'New Normal'. It's quite a long video, but hopefully worth the time(!)
Link to the video: CISI TV - The new "new normal" in investment
We hope to do more videos in the near future, all feedback welcome!