73 results found

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,”…

03 November 2022

Investing in Biotech

Innovations in Biotech including mRNA and genome editing…

28 October 2022

That Was The Week That Was

Following disappointing results from Microsoft, Amazon and Alphabet, Meta’s shares suffered a…

26 October 2022

An update on Healthcare

Healthcare developments and the impact of China…

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…

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

The Energy Crisis

The current energy crisis and the transition to a sustainable energy future…

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…

29 September 2022

Bonus Episode - GAIN Summer Internship at Vermeer Partners

An insight into our intern programme…

23 September 2022

That Was The Week That Was

Sterling fell to $1.09…

22 September 2022

Private Equity

Private equity analysis, niche market leaders and UK small cap with Stuart Widdowson, Founder of…

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…

07 September 2022

Indian equities

Indian equities, new age tech and Asia politics with Prashant Khemka, Founder of White Oak Capital…

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…

04 August 2022

A Global Investment Strategy

An update from the Vermeer Global Fund…

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…

21 July 2022

The Myths & Realities of Inflation

Everything you've ever wanted to know about inflation…

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…

11 July 2022

Investing in UK Supermarkets

Paul discusses the investment case behind supermarket property…

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…

08 July 2022

That Was The Week That Was

The UK government was left in disarray after an unprecedented number of ministerial resignations…

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…

01 July 2022

That Was The Week That Was

Copper dropped below $8,000 a tonne for the first time in almost 18 months...…

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…

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…

23 June 2022

Why now for Japan?

Paul discusses investment opportunities in Japan & and open water swimming…

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…

26 May 2022

Investing in the UK

Paul talks to Laura Foll, one of the best UK stock pickers…

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…

11 May 2022

The Future of Food

Paul explores the exciting area of cellular agriculture with the man at the forefront of the drive…

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…

28 April 2022

38 years of stock picking

Why invest in equities and the importance of Bruce Springsteen, with David Malpas – Investment…

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…

14 April 2022

Geopolitics, Inflation and Shane Warne

Current world affairs with Shamik Dhar…

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…

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…

01 April 2022

That Was The Week That Was

This week in 1867 - Russia sold Alaska to the US for $7.2mn...…

31 March 2022

Resilience, Leadership & the Power of Preparation

What sport can teach us about leadership…

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…

21 March 2022

The WealthNet - 2022 PAM 40 Under 40

The industry award which recognises, introduces and promotes the rising stars of private client…

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…

17 March 2022

Investing in the Tech Sector

Investing in the Tech sector with Mike Seidenberg, Allianz Technology Trust…

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

The Green Hydrogen Future

The Green Hydrogen Future with Dr Graham Cooley, CEO of ITM Power…

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…

17 February 2022

India vs China

Investing in India and China with Rob Brewis, Fund Manager of the Aubrey Global Emerging Markets…

11 February 2022

That Was The Week That Was

JP Morgan attempted the impossible: determining Bitcoin’s “fair value”.…

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…

04 February 2022

That Was The week That Was

Three years ago this week, perhaps the most notorious research note of all time? Commerzbank…

02 February 2022

Investing in Europe

The Art of Investment Podcast is back! In this first episode of Season Two…

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…

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…

07 January 2022

That Was The Week That Was

On the first anniversary of the Capitol insurrection, President Biden denounced former President…

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…

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