Podcasts
16 March 2023
Investing in the US
Why, as Warren Buffett said, you should never bet against America…
02 March 2023
Investing in the Pet Sector
Post the pandemic pet boom, what is now driving growth…
16 February 2023
Understanding the Metaverse
Companies already using the metaverse, and what is holding industry back…
03 February 2023
Reasons to be Cheerful
2022 was a bruising year for investors but we believe there are genuine grounds for optimism…
20 January 2023
Manufacturing in a post-Covid world
Volex, a British manufacturing success story…
03 November 2022
Investing in Biotech
Innovations in Biotech including mRNA and genome editing…
26 October 2022
An update on Healthcare
Healthcare developments and the impact of China…
07 October 2022
The Energy Crisis
The current energy crisis and the transition to a sustainable energy future…
29 September 2022
Bonus Episode - GAIN Summer Internship at Vermeer Partners
An insight into our intern programme…
22 September 2022
Private Equity
Private equity analysis, niche market leaders and UK small cap with Stuart Widdowson, Founder of…
07 September 2022
Indian equities
Indian equities, new age tech and Asia politics with Prashant Khemka, Founder of White Oak Capital…
04 August 2022
A Global Investment Strategy
An update from the Vermeer Global Fund…
21 July 2022
The Myths & Realities of Inflation
Everything you've ever wanted to know about inflation…
11 July 2022
Investing in UK Supermarkets
Paul discusses the investment case behind supermarket property…
23 June 2022
Why now for Japan?
Paul discusses investment opportunities in Japan & and open water swimming…
26 May 2022
Investing in the UK
Paul talks to Laura Foll, one of the best UK stock pickers…
11 May 2022
The Future of Food
Paul explores the exciting area of cellular agriculture with the man at the forefront of the drive…
28 April 2022
38 years of stock picking
Why invest in equities and the importance of Bruce Springsteen, with David Malpas – Investment…
14 April 2022
Geopolitics, Inflation and Shane Warne
Current world affairs with Shamik Dhar…
31 March 2022
Resilience, Leadership & the Power of Preparation
What sport can teach us about leadership…
17 March 2022
Investing in the Tech Sector
Investing in the Tech sector with Mike Seidenberg, Allianz Technology Trust…
03 March 2022
The Green Hydrogen Future
The Green Hydrogen Future with Dr Graham Cooley, CEO of ITM Power…
17 February 2022
India vs China
Investing in India and China with Rob Brewis, Fund Manager of the Aubrey Global Emerging Markets…
02 February 2022
Investing in Europe
The Art of Investment Podcast is back! In this first episode of Season Two…
21 December 2021
2021 Christmas Special
In our final podcast episode of 2021, Paul is closer to home and chats with Simon Melling, CEO…
17 December 2021
The Future of the UK economy
In Episode 21 Paul has a broad ranging discussion with Dr Savvas Savouri…
02 December 2021
Is China too risky?
In Episode 20 Paul considers the merits of investing in China…
26 November 2021
The Energy Transition
In Episode 19, Paul discusses the private sector' role in reaching net zero…
17 November 2021
Transitory or Permanent Inflation
In Episode 18, Paul revisits the nature of inflation with Peter Spiller from CG Asset Management…
12 November 2021
FT Adviser
"This means there are going to be many bubbles that burst, we don't know which ones yet, or…
03 November 2021
Budget Special
In this episode Simon King and Paul focus on the Chancellor’s budget and the main takeaways from his…
22 October 2021
All that Glitters...
In Episode 16, Paul and Ned Naylor-Leyland of Jupiter Asset Management discuss investing in gold and…
06 October 2021
Healthcare after the Pandemic
In Episode 15, Part 2 Paul & Paul Major from BB Healthcare Trust discuss global healthcare, post…
29 September 2021
Healthcare after the Pandemic
In Episode 15, Part 1 Paul & Paul Major from BB Healthcare Trust discuss global healthcare, post…
22 September 2021
What about Japan?
In Episode 14, Paul and Tim discuss the merits of investing in Japan…
08 September 2021
Investing in the UK
In Episode 13, Paul talks to Paul Marriage Co-Founder of Tellworth Investments…
27 August 2021
Investing in Asia
In Episode 12, Paul talks to Tom Naughton from Prusik Investment Management on what to consider when…
11 August 2021
Investing in the US
In Episode 11, Paul talks to Robin Milway, CEO of Arbrook Investors on the opportunities and…
02 August 2021
A Stock Market Review with Simon King, CIO
In Episode 10, Paul and Simon look back over the last few months, to understand why stock markets…
07 July 2021
Investing in Global Equities with Tim Gregory
In Episode 9, Paul Dixey chats to Tim Gregory - Senior Fund Manager of the Vermeer Global Fund.…
22 June 2021
How Netflix crushed traditional TV - Part 2
In Episode 8 Part 2, we discuss the future for Netflix and the competitive threats from other…
11 June 2021
How Netflix crushed traditional TV - Part 1
In Episode 8 Part 1, we look back at how Blockbuster made a huge mistake in not buying Netflix and…
03 June 2021
What is wrong with Big Pharma? - Part 2
In Episode 7 Part 2, the two Simons and Tim continue their discussions with Paul and look at the…
24 May 2021
What is wrong with Big Pharma? - Part 1
In Episode 7 Part 1, we look beyond Covid-19. The two Simons and Tim talk to Paul about: the issues…
14 May 2021
Investing in Luxury and the Consumer - Part 2
In Episode 6 Part 2, Tim and Alastair join Paul again to discuss the difficult political balancing…
07 May 2021
Investing in Luxury and the Consumer - Part 1
In Episode 6 Part 1, we put handbags and gladrags under the microscope and the performance of luxury…
21 April 2021
The Art of Investment Podcast: Banking on a Future?
In Episode 5, Paul Dixey, Tim Gregory and Simon King look back to the catastrophic days of the Great…
09 April 2021
The Art of Investment Podcast: The Energy Revolution
In Episode 4, Paul Dixey talks to Charlie Todd and Tim Gregory about the Energy Revolution, covering…
29 March 2021
The Art of Investment Podcast: Is this the Great Rotation?
In Episode 3, Paul Dixey talks to Simon King and Tim Gregory about the value/growth conundrum…
12 March 2021
The Art of Investment Podcast: The New Digital Gold?
In Episode 2, Paul Dixey talks to Simon King & Tim Gregory about the rise of Bitcoin and how to…
26 February 2021
The Art of Investment Podcast: Should we worry about inflation
In this first episode, Paul Dixey talks to Simon King, CIO of Vermeer Partners and Tim Gregory, Fund…
Weekly Newsletters
17 March 2023
That Was The Week That Was
The OBR says the UK will avoid a technical recession this year and inflation will fall to 2.9%…
10 March 2023
That Was The Week That Was
Jay Powell warned that there are further higher and faster rate hikes to come…
03 March 2023
That Was The Week That Was
Rishi Sunak hails his Brexit deal “takes back control” of Northern Ireland…
24 February 2023
That Was The Week That Was
Friday marked the anniversary of the Ukrainian war…
17 February 2023
That Was The Week That Was
It 'All went south north of the border” for Nicola Sturgeon after she stepped down as Scotland’s…
10 February 2023
That Was The Week That Was
The UK just misses a technical recession with Q4 GDP growth coming in at 0%.…
03 February 2023
That Was The Week That Was
The Bank of England raised rates by 0.5% to 4% but indicated rates may have peaked which also…
27 January 2023
That Was The Week That Was
US core inflation continued to show a slowing in the rate of inflation, coming in at 4.4%…
20 January 2023
That Was The Week That Was
“Tax the ultra-rich and do it now. It’s simple, common-sense economics" wrote 200 millionaires to…
13 January 2023
That Was The Week That Was
Signs of a breakthrough on post-Brexit negotiations with Brussels over Northern Ireland which would…
06 January 2023
That Was The Week That Was
UK retailers and airlines that reported on Christmas trading this week released generally better…
16 December 2022
That Was The Week That Was
UK private sector wage growth rose to 6.9% year on year, while public sector wage growth is only…
09 December 2022
That Was The Week That Was
The UK Government climbed down on its target to build 300,000 homes a year in England…
02 December 2022
That Was The Week That Was
Rolls-Royce Holdings and easyJet set a new aviation milestone…
25 November 2022
That Was The Week That Was
European PMI data released this week was generally better than expected.…
18 November 2022
That Was The week That Was
1923 Germany, US$/DM was 1:4.2 trillion, and inflation was 3,250,000% per month…
11 November 2022
That Was The Week That Was
"In the year after every midterm election since 1950, the S&P 500 has gone up, regardless of the…
04 November 2022
That Was The Week That Was
“The Bank rate will have to go up by less than currently priced into financial markets,”…
28 October 2022
That Was The Week That Was
Following disappointing results from Microsoft, Amazon and Alphabet, Meta’s shares suffered a…
21 October 2022
That Was The Week That Was
Jeremy Hunt, the UK’s new Chancellor of the Exchequer, effectively tore up every piece of Kwasi…
14 October 2022
That Was The Week That Was
In the UK, PM Liz Truss sacked her Chancellor, Kwasi Kwarteng, and u-turned on the planned…
07 October 2022
That Was The Week That Was
UK house prices fell for the second time in three months in September as the annual rate of growth…
30 September 2022
That Was The Week That Was
A very volatile week for sterling and UK gilts as the Bank of England intervenes to keep yields…
23 September 2022
That Was The Week That Was
Sterling fell to $1.09…
16 September 2022
That Was The Week That Was
UK retail sales start to plummet with a 1.6% contraction from July to August, far more than the 0.5%…
09 September 2022
That Was The Week That Was
‘Why did nobody notice it?’ HM The Queen - asking experts why the credit crunch had taken so many by…
02 September 2022
That Was The Week That Was
Another poor week for sterling as it falls to 1.15 against the US dollar…
26 August 2022
That Was The Week That Was
Citigroup forecast UK annual inflation to be at 18% next year…
19 August 2022
That Was The Week That Was
UK annual inflation hit double figures (10.1%) in July with food costs pushing prices up...…
05 August 2022
That Was The Week That Was
The Bank of England raised rates by 0.5%, its single largest increase since 1995…
29 July 2022
That Was The Week That Was
A very busy week for company results…
22 July 2022
That Was The Week That Was
The European Central Bank (ECB) raised rates by 0.5%, the first hike in 11 years…
15 July 2022
That Was The Week That Was
You don’t want to be in focus at the moment and sadly Fever-tree were front stage on Friday as the…
08 July 2022
That Was The Week That Was
The UK government was left in disarray after an unprecedented number of ministerial resignations…
01 July 2022
That Was The Week That Was
Copper dropped below $8,000 a tonne for the first time in almost 18 months...…
24 June 2022
That Was The Week That Was
In the UK, retail sales contracted in May and consumer confidence fell in June to the lowest level…
17 June 2022
That Was The Week That Was
The Bank of England hikes rates for the fifth time since December to 1.25%...…
10 June 2022
That Was The Week That Was
America's Frontier Fund has been founded to increase the US's share of the global semi-conductor…
03 June 2022
That Was The Week That Was
“Although we are capable of great acts of kindness, history teaches us that we sometimes need saving…
27 May 2022
That Was The Week That Was
UK Chancellor, Rishi Sunak, finally announces the windfall tax on oil and gas companies…
13 May 2022
That Was The Week That Was
US CPI came in at 8.3% on the year, lower than last month but ahead of expectations and, more…
06 May 2022
That Was The Week That Was
Shell shares rose after reporting first quarter earnings...…
29 April 2022
That Was The Week That Was
Emmanuel Macron was re-elected President of France with 59% of the vote, staving off a repeat…
22 April 2022
That Was The Week That Was
Netflix announced this week that it is losing subscribers for the first time in a decade…
15 April 2022
That Was The Week That Was
Fresh highs for US inflation at 8.5% - the largest annual gain since December 1981…
08 April 2022
That Was The Week That Was
UK Energy Policy released this week showed a renewed commitment to nuclear and an aim to expand…
01 April 2022
That Was The Week That Was
This week in 1867 - Russia sold Alaska to the US for $7.2mn...…
25 March 2022
That Was The Week That Was
The UK consumer confidence index plummeted 5 points to minus 31 in March, the fourth consecutive…
18 March 2022
That Was The Week That Was
The Bank of England raised rates again and now say that inflation will reach around 8% in the second…
11 March 2022
That Was The Week That Was
Most consumer-facing brands including McDonalds, Burberry, Pepsi and Coca Cola said they would pull…
03 March 2022
That Was The Week That Was
Wheat prices hit record highs on intensifying concerns of a supply shortage because of the war in…
25 February 2022
That Was The Week That Was
The Russian invasion of Ukraine began…
18 February 2022
That Was The Week That Was
In the UK, new data showed that wage growth at 3.7% (excluding bonuses) continues to lag behind…
11 February 2022
That Was The Week That Was
JP Morgan attempted the impossible: determining Bitcoin’s “fair value”.…
04 February 2022
That Was The week That Was
Three years ago this week, perhaps the most notorious research note of all time? Commerzbank…
28 January 2022
That Was The Week That Was
Despite the disappointment of Netflix last week, large technology companies impressed on their…
21 January 2022
That Was The Week That Was
The UK inflation numbers came in at 5.4% annualised, a 30-year high…
14 January 2022
That Was The Week That Was
Ukraine said it had evidence that a cyber-attack on Friday was likely to have been carried out by…
07 January 2022
That Was The Week That Was
On the first anniversary of the Capitol insurrection, President Biden denounced former President…
17 December 2021
That Was The Week That Was
The UK signed a free-trade deal with Australia which eliminates tariffs on British exports and is…
10 December 2021
That Was The Week That Was
In the UK, Black Friday helped retail sales grow at an annual rate of 5% in November...…
03 December 2021
That Was The Week That Was
This week, Omicron thoughts from BB Heathcare: "any notion of a zero-COVID world is delusional, the…
26 November 2021
That Was The Week That Was
On Friday, the FTSE 100 endured its biggest fall in 18 months and the oil price dropped 10% as…
19 November 2021
That Was The Week That Was
Good news from Diageo, warnings from Naked Wines....…
12 November 2021
That Was the Week That Was
Marks & Spencer shares surged as it returned to profitability and guidance rose…
05 November 2021
That Was The Week That Was
'S'quid Games - not the new Netflix series, but Squid Game, a cryptocurrency used in a computer game…
29 October 2021
That Was The Week That Was
A good week for Elon Musk…
22 October 2021
That Was The Week That Was
‘We want to be the Qatar of hydrogen – I think Qatar may already be the Qatar of hydrogen, but we…
15 October 2021
That Was The Week That Was
JP Morgan beat analysts’ profit estimates rewarding their CEO with US$31.5mn pay…
08 October 2021
That Was The Week That Was
Much like in the football world – Howay the Lads! – acquisitions were the order of the week with…
01 October 2021
That Was The Week That Was
Sign of the times - the latest results are really under pressure as some Covid beneficiaries no…
24 September 2021
That Was The Week That Was
In the UK the domestic energy market is in crisis, as seven energy firms have gone bust in the past…
17 September 2021
That Was The Week That Was
With UK labour shortages, pay for entry-level driving jobs is up 60% year-on-year…
10 September 2021
That Was The Week That Was
It's all about tapering and tax...…
03 September 2021
That Was The Week That Was
In Europe, infections and hospitalisations seem to have hit a plateau, with the EU commission…
27 August 2021
That Was The Week That Was
Container costs from China and East Asia to the east coast of the United States have climbed to over…
20 August 2021
That Was The Week That Was
It seems like people are taking fishing rods on their staycation as Angling Direct reported 1H…
06 August 2021
That Was The Week That Was
In the UK, the Bank of England declared that “some modest tightening of monetary policy is likely to…
30 July 2021
That Was The Week That Was
An enormous number of company results this week including some mainstays of Vermeer portfolios…
23 July 2021
That Was The Week That Was
Prediction for post-COVID global recovery is faster but does not end up being more complete due to…
16 July 2021
That was The Week That Was
In the UK, inflation (CPI) came in at 2.5% in June from a year earlier, much higher than expected…
09 July 2021
That Was The Week That Was
In football news, the finest minds at Goldman concluded that Belgium would win, narrowly beating…
02 July 2021
That Was The Week That Was
The UK Government finally set out plans for its post-Brexit system of state subsidies and…
25 June 2021
That Was The Week That Was
In the UK, the Bank of England continued to seek to calm fears about inflation, which is expected to…
18 June 2021
That Was The Week That Was
UK inflation jumped again, overshooting forecasts and the Bank of England target, as the price of…
11 June 2021
That Was The Week That Was
In the UK, early signs that the June 21st relaxation of Covid restrictions is going to be put back a…
04 June 2021
That Was The Week That Was
In the UK, a new business survey showed nine in 10 hospitality bosses expect to face staff shortages…
28 May 2021
That Was The Week That Was
We worry whether there will be any UK small and mid-cap stocks left by the end of the year after a…
21 May 2021
That Was The Week That Was
We were shaken and stirred as Amazon waded into further film content with talks to acquire James…
14 May 2021
That Was The Week That Was
Seaspiracy is one of the most popular programmes on Netflix at the moment and a benefactor of this…
07 May 2021
That Was The Week That Was
At the Berkshire Hathaway AGM, Warren Buffett sounded the alarm on inflation and admitted his…
30 April 2021
That Was The Week That Was
Big tech continues on a roll. In every minute of the first three months of 2021, the “Famous Five”…
23 April 2021
That Was The Week That Was
Vermeer Partners sponsors the Entrepreneurs Collective with success for Sam Jones, of Gener8 Ads,…
16 April 2021
That Was The Week That Was
LVMH reported a 32% jump in year-on-year sales defying any pandemic-related gloom for the sector…
09 April 2021
That Was The Week That Was
Jamie Dimon predicts “the US economy will likely boom that could easily run into 2023.”…
02 April 2021
That Was The Week That Was
To Twitter this week where business commentator @TrungTPhan attempts to compile the unofficial list…
26 March 2021
That Was The Week That Was
The polarisation of Covid “winners” is pretty evident in the property sector with meds (hospitals)…
19 March 2021
That Was The Week That Was
The Motion Picture Association (MPA) said this week that video streaming subscriptions had passed…
12 March 2021
That Was The Week That Was
Exports to the EU fell 40.7% in January after the Brexit transition period ended while imports…
05 March 2021
That Was The Week That Was
If Carlsberg made hard working business people they would probably come in the shape of Vin Murria…
26 February 2021
That Was The Week That Was
Positive signs from the travel sector as Boris Johnson announced his roadmap towards easing lockdown…
19 February 2021
That Was The Week That Was
Amsterdam took over London as Europe’s largest share-trading centre, more concerning news, perhaps,…
12 February 2021
That Was The Week That Was
A lot of talk about crypto-currencies this week…
05 February 2021
That Was The Week That Was
The crash of the dutch tulip market (in 1637), and in more recent news…
29 January 2021
That Was The Week That Was
Extraordinary events as US hedge funds face an assault from an army of retail investors, many of…
22 January 2021
That Was The Week That Was
China GDP numbers for the fourth quarter came in at 6.5% making it one of the few countries to have…
15 January 2021
That Was The Week That Was
The UK economy was 8.9% smaller in November than in the same month of 2019, but forecasters had been…
08 January 2021
That Was The Week That Was
Democrats won both Senate elections in Georgia, giving them effective control of both houses of US…
18 December 2020
That Was The Week That Was
This year the world’s non-financial firms have raised an eye-popping $3.6 trillion in capital from…
11 December 2020
That Was The Week That Was
"The Christmas tree is that beacon of hope”- early indications suggested that sales of real trees…
04 December 2020
That Was The Week That Was
In the UK, still no sign of a Brexit trade deal as France holds out over UK fishing rights...…
27 November 2020
That Was The Week That Was
Despite all the doom and gloom surrounding the UK economy, some more upbeat statistics: the OBR’s…
20 November 2020
That Was The Week That Was
One for the stock market historians as the OBR prepares to set out its new economic forecasts.…
13 November 2020
That Was The Week That Was
The major news this week was the announcement of a potential Covid vaccine by Pfizer and BioNTech…
06 November 2020
That Was The Week That Was
In a closer result than many anticipated, the week finished with Joe Biden clearly heading for the…
30 October 2020
That Was The Week That Was
The US economy grew by 33.1% on an annualized basis in the third quarter, its fastest pace in…
23 October 2020
That Was The Week That Was
The aggregate number for UK dividends in Q3 shows a fall of 50% with the forecast for UK dividends…
16 October 2020
That Was The Week That Was
Highlighting the difficulties of not just developing a vaccine but also delivering it, a leading…
09 October 2020
That Was The Week That Was
Very clear signs are beginning to emerge that the stock market is factoring in a “Blue Wave” – a…
02 October 2020
That Was The Week That Was
News of President Trump testing positive for Covid-19 draws attention to the 25th Amendment. Forged…
25 September 2020
That Was The Week That Was
The UK government borrowed £35.9bn in August, a record high for August, and the third highest…
18 September 2020
That Was The Week That Was
The UK government’s plans to introduce the Internal Market Bill arguably breaks international law;…
11 September 2020
That Was The Week That Was
A report from Berenberg showed that over 95% of the world’s hydrogen is currently produced from…
04 September 2020
That Was The Week That Was
In the UK, we continue to see major shifts in the jobs market as Costa Coffee and Pret a Manger make…
28 August 2020
That Was The Week That Was
This week saw the most significant changes to the Dow Jones Industrial Average Index in years as…
21 August 2020
That Was The Week That Was
The S&P 500 Index hit an all-time high this week making this last few months the fastest ever period…
14 August 2020
That Was The Week That Was
UK Chancellor Rishi Sunak’s “eat out to help out” scheme looks to be a great success. Diners used…
07 August 2020
That Was The Week That Was
With bond yields grinding ever lower, the Financial Times recently calculated that 86% of the global…
31 July 2020
That Was The Week That Was
Global travel restrictions start to come into force again as the UK imposes a two-week quarantine on…
24 July 2020
That Was The Week That Was
The so called “wear and tear trade” continues as the latest figures reveal a surge in home…
17 July 2020
That Was The Week That Was
As the debate over working practices at Boohoo’s clothing factories in Leicester rages on, it…
10 July 2020
That Was The Week That Was
Following another big move upwards this week in the new world economy technology stocks, the “big…
03 July 2020
That Was The Week That Was
Some interesting stats from Cowen on hydrogen fuel: the fuel cells that burn hydrogen are much more…
26 June 2020
That Was The Week That Was
Bank of England data shows that household balance sheets are in good nick as £30bn was saved in…
19 June 2020
That Was The Week That Was
Nikola, the start-up that’s developing electric and hydrogen powered trucks, recently went public…
12 June 2020
That Was The Week That Was
Our very own CIO Simon King was on Sky News on Tuesday morning questioning the short-term…
05 June 2020
That Was The Week That Was
We had been wondering whether Zoom’s massive increase in users had resulted in higher sales or was…
29 May 2020
That Was The Week That Was
With Astra Zeneca becoming the largest company in the UK by market capitalisation, those who will…
22 May 2020
That Was The Week That Was
Jay Powell, chairman of the US Federal Reserve, started talking about full recovery not being…
15 May 2020
That Was The Week That Was
This was the week in 1997 that Amazon floated its shares on the US stock market at $18 per share. 23…
08 May 2020
That Was The Week That Was
With BT joining the list of heavyweight dividend cuts this week, a UK broker showed us that, so far…
01 May 2020
That Was The Week That Was
Given the circumstances, it doesn’t come as a huge surprise that the video game industry had a very…
Market Insights
18 January 2023
Thoughts on 2023: Reasons to be Cheerful
When will the market start to look through the current malaise and begin to predict more buoyant…
03 January 2023
2022 A Year in Review
2022 was a difficult year for investors. Inflation far exceeded almost any meaningful estimates…
25 October 2022
Thoughts on 2022: Road to Nowhere
We have started writing this piece at least four times in the last two weeks, assuming on each…
11 July 2022
Thoughts on 2022: Money’s Too Tight (to Mention)
There are many topics we could discuss surrounding the current period of malaise and we decided to…
04 July 2022
Thoughts on 2022: The Halfway Point
After many years of strong stock market returns, the first half of 2022 has unfortunately been the…
08 April 2022
Thoughts on 2022: Ordinary People
We are not gloomy on the medium- and long-term outlook, and we have an entrenched view that the…
12 January 2022
Thoughts on 2022: One Step Beyond
We have summed up our thoughts regarding 2021 in a separate document but as a precursor to our…
04 January 2022
2021 A Year in Review
2021 was a year of great recovery following the sharp downturn triggered by the onset of Covid and…
13 October 2021
YouTube Webinar: The Impact of Recent Economic Trends and Suggested Solutions
Kindly invited by Dixcart, Simon King looks at current economic trends and how we can start to…
08 October 2021
Thoughts on 2021: Wind of Change
The main purpose of our quarterly thought piece is usually to focus on what we see coming down the…
13 July 2021
Thoughts on 2021: And the Beat Goes On
None of our concerns on inflation, high valuations relative to history or the long-term impact of…
07 July 2021
Thoughts on 2021: The Halfway Point
The sharp recovery in earnings that we talked about in 2020 is now here.…
12 April 2021
Thoughts on 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…
In the News
20 February 2023
The WealthNet - 2023 PAM 50 Most Influential
The PAM 50 Most Influential is the definitive list of those at the forefront of shaping private…
25 January 2023
FT Adviser
Simon King on recent FTSE performance…
30 June 2022
Michael Kerr-Dineen retires as Chairman
Vermeer Partners announced today that Michael Kerr-Dineen would be retiring as Chairman of the firm…
21 March 2022
The WealthNet - 2022 PAM 40 Under 40
The industry award which recognises, introduces and promotes the rising stars of private client…
08 February 2022
The WealthNet - 2022 PAM 50 Most Influential
The PAM 50 Most Influential is the definitive list of those at the forefront of shaping private…
15 September 2021
FT Adviser
Simon King on reversing QE and the challenge of a controlled slowdown.…
23 July 2021
City AM
Simon King on Ermenegildo Zegna's decision to go public and navigating investment in the Luxury…
16 July 2021
Luxury Adviser
Many looking for strong returns on their investment will be attracted to luxury brands.…
18 May 2021
FT Adviser
'It took me five seconds to decide to leave semi-retirement'…
04 May 2021
Recruitment Update
Vermeer Partners is pleased to announce that Arabella Henman has joined the partnership as Business…
17 March 2021
Portfolio Adviser
After more than 30 years in the business. Simon Melling was planning to take a step back but when…
17 February 2021
TheWealthNet
Simon Melling on growing a new business under lockdown, the challenge of diverse recruitment, and…
01 February 2021
Professional Adviser Awards 2021
We are delighted to have been shortlisted in the Best Discretionary Fund Manager category for the…
28 November 2020
The Telegraph
Bitcoin is approaching a record high but experts warn against jumping on the bandwagon, Simon King,…
03 November 2020
The UK Edge
Investing in growth doesn’t just mean backing American tech titans. Citywire asked Simon King, CIO…
26 October 2020
Wealth Manager
William Buckhurst, Head of Funds is named in Wealth Manager's Top 100 of leading fund selectors…
20 October 2020
MoneyMarketing
Simon Melling, CEO regards being a “true partnership” as central to Vermeer’s identity and future…
04 September 2020
Covid-19 Update
A Message from Simon Melling, CEO…
03 September 2020
FT Adviser
William Buckurst, Investment Director and Head of Funds comments on the importance of multi-asset…
09 July 2020
Wealth Manager
How Vermeer Investment Management's Tim Gregory 'took a deep breath' and repositioned the Vermeer…
02 July 2020
ETF Stream
US TIPS ETF sees big inflows as investors predict inflation return - Simon King, CIO comments…
04 May 2020
City AM
Simon King writes: Coronavirus - There are opportunities for wily and brave investors…
09 April 2020
Trustnet
Are investors piling into corporate bond funds that are too big? Corporate bond funds over £1bn in…
05 April 2020
Mail on Sunday
As dividends dry up where can you find an income oasis? David Malpas, Investment Director highlights…
26 March 2020
Wealth Manager
Covid-19: how DFMs are managing vulnerable clients.…
26 March 2020
Wealth Manager
How Vermeer Partners took £1.5bn from Quilter Cheviot.…
08 March 2020
Covid-19 Update
A Message from Simon Melling, CEO…
17 October 2019
The WealthNet
Back to the future with Michael Kerr-Dineen's Vermeer Partners, one of the UK's fastest growing…
01 October 2019
Press Release
Vermeer Partners announces a first milestone as it builds a leading wealth management partnership…
01 October 2019
City AM
A new wealth management partnership that pitches its investments as "anti-Woodford" has passed £1bn…
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