Thematic Investing - research findings

A recording of Radi and James when they presented the findings of their research into thematic investing and global megatrends at our March 2017 Masterclass

January 2016

I like Scotland. At the risk of sounding like an American about to buy a London landmark, I can even claim some tenuous links. Our particular scion of the Ross clan hail from Morangie, north of Inverness, while Mrs R’s family are fisherfolk from a small village north of Peterhead. I also like Rab C Nesbitt. And Russell Crowe, although, apparently, he’s not Scots at all.

Praesepe Senior Staff Scheme

Introducing the new Praesepe Senior Management Pension scheme.

October 2015

I like Teslas. Their first model, a two-seater, was built just up the road alongside the Lotus factory.One of my friends ran the UK end of the operation from the largish industrial unit where they were glued together, which was how I came to get a spin in one of the pocket rockets.

July 2015

Summer is here and suddenly everything becomes a little more relaxed. Ties are discarded and lunches longer. Here in our new home at the UEA Enterprise Centre we’re enjoying our new-found freedom to wander down to the river or sit in the sun on the roof terrace.

Index Investing: Richard Ross of Chadwicks

Interview with Sally Jasmin Sarma from New Model Adviser about our investment process

April 2015

"Well, in our country," said Alice, still panting a little, "you'd generally get to somewhere else—if you run very fast for a long time, as we've been doing."

"A slow sort of country!" said the Queen. "Now, here, you see, it takes all the running you can do, to keep in the same place. If you want to get somewhere else, you must run at least twice as fast as that!"

Syne Qua Non New Scheme introduction

Introducing the new pension scheme at Syne Qua Non.

January 2015

A friend of about twenty years surprised me with a confession recently. We’ve played rugby together, got drunk together, laughed until we couldn’t breathe and generally done some really stupid things together. I thought I knew pretty much all there was to know about him. Then, as he cradled his pint, his eyes avoiding contact, he told me of his secret other life. 

October 2014

Rugby for me these days is more spectator sport than contact sport. Don’t get me wrong, I still pull on my boots and wander out onto the field but the odds of me actually catching either the ball or another player lengthen with each passing year. 

Graduate Trainee Wealth Manager

Forge a professional career as a wealth manager with a progressive company committed to achieving the highest standards

January 2014

Supply and Demand

A few Christmas Eves ago I was dispatched to Waitrose to pick up our turkey – this being regarded as a double win by Mrs R as it would get me out from under her feet and was straightforward enough for even me to manage.

October 2013

A Town Called Malice

It’s little over a year since I started my fortnightly five minutes of inane rambling under the misleading title ‘Money News’ for Matthew Gudgin’s Drivetime slot on Radio Norfolk. My general conviction is that of the few people who hear it, the overwhelming majority do so as background white noise rather than something they actually listen to.

July 2013

‘To see oursels as ithers see us!’  I don’t know what made me think of it but Rabbie Burns’ cruelly accurate observation of the beauty Jenny vainly tossing her head, believing the winks and stares of the church congregation to be in appreciation of her bonnet – rather than the louse that has found his way onto it - always makes me wince just a little.

 

April 2013

I grew up through the seventies – a decade so riven by economic and industrial upheaval that one crisis simply melded into the next, weaving a rich backdrop that enhanced the journey through adolescence. 

January 2013

Marriage is just one of the many things that tend to work out better if we compromise. While we’ve never made an explicit bargain, this could explain why I get to go off on rugby tours and Mrs R gets to drive the better car. 

October 2012

Whenever my diary and weather allow I prefer to ride my bike into work. This has a number of advantages – it means I find it easier to ignore my expanding waistline, instead maintaining the self-delusion that I can eat as many pies as I like because the twelve mile round trip will surely burn off any extra calories

July 2012

Some years ago I was asked to go to Holland to meet the board of a company a client was considering acquiring and to carry out due diligence on their pension arrangements. Keen to make a good impression I treated myself to a new suit from Bonds and, as I boarded the tiny plane to Amsterdam at Norwich airport, I felt pretty good.

April 2012

Youngest son Jonny works as an edit-assistant for an independent TV production company down in London. The BBC commissions a lot of their shows, a disproportionate number of which seem to feature John Sergeant

2012 East Anglian Momentum Survey Report

Against a background of falling growth, austerity and public sector cuts the importance of the experience of small and medium sized businesses as a forward indicator of economic prospects has never been greater.

January 2012

‘Events, dear boy, events.’ It was events that kept Macmillan awake at night and 2011 certainly had its fair share. The Arab Spring and our own brief summer of rioting looked for a moment as if they might just herald real change.

October 2011

I sit here at the dawn of Keats’ season of mists and mellow fruitfulness having just played rugby in 30° (we lost, but simply playing was a triumph of sorts

July 2011

Next week Mrs R and myself are off down to Padstow for a few days. This is likely to mark the end of the spell of summery weather, for which I apologise.

July 2010

I had a slight mishap around 180 miles into a 750 mile bike ride to Scotland, raising money for the Dallaglio Foundation. I remember nothing between poodling along nicely to being lifted into an ambulance.


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