Latest News

Latest News

Slowly, Slowly Catchy Monkey

It almost caught us by surprise ourselves, but by the end of next week we will have gone a full three months without effecting a single trade on behalf of the S&W Revera UK Dynamic Fund. Although we couldn’t back this up in court, Stephen and myself are pretty sure we have never gone so long without making even minor changes to a portfolio we’ve been running.

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Feeling No Pain…

So, Papa Ben is going to keep the Calpol flowing for a while yet. Our last update drew the parallels between the market’s fear of QE tapering, and the child who demands Calpol at regular intervals because he or she sees it being synonymous with “being better”.

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Take Your Medicine Away

Anyone who has young children (or has had in the last 20 years) is likely to have faced the dilemma of just how often you should use the miracle of Calpol. I know parents who agonise over the rights and wrongs of giving medicine on request from a child…

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