INSIGHT

The advance of the robots

It is commonplace to observe that “robots” – the machines, the software, the algorithms, Artificial Intelligence in its broadest sense – are displacing workers and taking up tasks at an accelerating rate.

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The Dragon roars

“When you combine ignorance with leverage, you get some pretty interesting results.” Warren Buffett.

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Election 2015

“The most important election of a generation” David Cameron This note examines the above assertion and explores the impact for investors of today’s vote.

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Review of 2014

The S&P 500 gained 16.8% during 2014. Following a poor first quarter when the U.S economy actually contracted due to extreme weather conditions, growth picked up markedly over the course of the year.

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Bank attraction

We have previously noted that UK banks were starting to look interesting from an investment perspective and we now examine this in more detail.

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Oil toil

The price of oil has plunged in a manner no commentators were predicting at the start of this year. An initial conclusion should be to reinforce your scepticism of solemn analysts claiming to predict the future with precision.

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