James Sullivan considers where the biting point is between stimulus and market valuations and whether our collective trust in central banks is misplaced.
As the ongoing pandemic evolves, James Sullivan offers an update on our outlook and positioning in our latest bulletin video.
James Sullivan offers an update to clients, amidst the ongoing pandemic, in this Fund Manager bulletin video.
Recent market conditions have cast corporate Japan’s idiosyncrasies in an entirely new light. James Sullivan reflects on wanting to force change where perhaps it wasn’t needed.
Whilst the fundamentals remain intact, James Sullivan believes the opportunity cost of downing tools is significant.