Attractive investment opportunities in abundance
Utilico Emerging Markets (UEM) is a closed-end investment company aiming to generate long-term total returns from a portfolio of emerging market...
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Not Just Scotland: McGuinness, Brexit and the Dismantling of the United Kingdom
(As a mark of respect and solidarity with those killed and injured in London on 22 March, I have delayed this note by 24 hours. My sincere...
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Focused investment in emerging markets
Utilico Emerging Markets (UEM) aims to generate long-term total returns from a portfolio invested primarily in operational and cash generative...
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The Market Sentimentalist: Ready, Steady, Brexit
Summary:Article 50 is due to be triggered by the UK government within the next two weeks, marking the formal start of Brexit negotiations with the...
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The Market Sentimentalist: French Election Special
The upcoming French election has, as we warned previously (The Market Sentimentalist: Redshift Politics), rattled investors. Intra-regional...
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