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Investment talk

14 May 2025

Read time: 12 minutes

Using ISAs as an American in the United Kingdom

What are ISAs and why do they matter Individual Savings Accounts (ISAs) are brilliant. Truly brilliant. UK residents can take advantage of compound interest in the most tax-efficient manner; contributing up to £20,000 annually which will subsequently grow free from

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Investment talk

24 Oct 2024

Read time: 5 Minutes

What The Rearview Window Tells Us

Forgive the silly title. We drive looking forward through the windscreen, so to speak, but we need our mirrors to avoid getting hit from behind. Someone once told me the reason the windscreen is bigger than the mirror is that

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Investment talk

29 Aug 2024

Read time: 6 Minutes

Commercial Property v Infrastructure

A properly diverse portfolio contains assets that are less correlated than bonds and equities. Traditionally, commercial property funds have provided a significant element of this diversification. I have argued for over a decade that infrastructure is less risky than these

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Investment talk

29 Aug 2024

Read time: 7 Minutes

Investing in the Age of Transformation

It is our ability to invent and develop ideas that has transformed us from primitive man surviving in the world to being able to control it for our benefit. Throughout time, there have been step changes that have accelerated this

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