17 results found

12 April 2021

Inflation - Pump it Up

Inflation has its advantages and disadvantages – difficult to know what to cheer for...…

19 January 2021

Investment Tips in a Post-Vaccine World

Charlie Todd shares his Top 10 Tips…

07 January 2021

Thoughts on 2021: Cloudy with a Chance of Meatballs

As I tried to gather my thoughts for 2021 over Christmas and wrestled with the prospects of sounding…

04 January 2021

Thoughts on 2020: A Year in Review

2020 was a year like no other where a once in a generation global pandemic saw governments around…

01 October 2020

Thoughts on 2020: The Long & Winding Road

We doubt Paul McCartney was thinking too much of the economic outlook when he penned the above…

24 July 2020

Thoughts on 2020: The Halfway point

Rarely, if ever, in stock market history have we witnessed such levels of extreme volatility.…

15 July 2020

Thoughts on 2020: The Twilight Zone

We have generally tried to avoid commenting on every twist and turn in the current crisis, choosing…

19 June 2020

Thoughts on 2020: What's Going On

Marvin Gaye’s classic 1971 album seems an apt title for our current thought piece...…

05 April 2020

Thoughts on 2020: Lockdown

It seems an eternity since our last piece of only a few weeks ago and a particularly gruelling one…

01 March 2020

Thoughts on 2020: Blip or Bust

It is somewhat tragic that it has taken a real-life health epidemic with thousands of lost lives to…

13 January 2020

Thoughts on 2019: A Year in Review

Investors should enter the 2020s in a positive frame of mind...…

01 January 2020

Thoughts on 2020: Picture this

As we commented in our previous investment report, we are running short of appropriate titles for…

01 October 2019

Thoughts on 2019: Groundhog Day

We are fast running out of snappy titles to describe yet another period of little change, but the…

07 August 2019

Thoughts on 2019: The Boris Bounce

Since we established Vermeer Partners towards the end of 2018 this is the third occasion, we have…

01 August 2019

Thoughts on 2019: Brexit Brief

We have had several requests from clients for our thoughts on Brexit and therefore thought it…

01 May 2019

Thoughts on 2019: Déjà Vu

Our previous thought piece published in January focussed on the unpredictable environment created by…

01 January 2019

Thoughts on 2019: No Time for Heroics

The turn of the year is the time when it is traditional for stock market commentators and pundits to…

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