Mitchell Fraser-Jones retweeted
In January, independent investment manager RWC Partners changed its name to Redwheel. Over the last 12 months, it has been a great pleasure to work closely with the Redwheel team, to plan for and activate this change, as well as and working on various other content initiatives.
Mitchell Fraser-Jones retweeted
Fantastic to work with the @OpenCellLondon team earlier this year on their annual report. Here's a couple of shots of what we created.
Exploring the world of real estate investment trusts for @DoceoGroup. The diversification angle hasn't really helped so far in 2022 but real estate has a role to play as a complement to other assets & as a credible source of inflation-beating returns.
doceo.tv/doceo-view/market-v…
Mitchell Fraser-Jones retweeted
As the #Jubilee celebrations commence we look back at the #UKStockMarket History over the last 70 years, concluding a positive outlook for #investors today. We spotlight today's crown jewels including UK value Trust Temple Bar. Read the article here: ow.ly/kH9B50Jn4v1
Mitchell Fraser-Jones retweeted
Private equity is an exclusive #asset class and gaining access as an individual investor requires very deep pockets. Read Mitchell Fraser-Jones most recent article on doceo view demystifying this asset class and learn how you can access it: ow.ly/o2Cq50Is7pW
With the focus currently on inflation, interest rates and the cost of living "crisis", here's a piece I wrote for @DoceoGroup a few weeks ago on the implications of inflation for different asset classes.
doceo.tv/doceo-view/market-v…
Uncanny coincidence in the #INDvsNZ first test.
Day one finished with Shreyas Iyer 75*, Ravindra Jadeja 50*.
Day two finishes with Will Young 75*, Tom Latham 50*.
Has something like this ever happened before @AWSStats, @ZaltzCricket? (Other than batsmen on or close to zero)
If I read any more "Evergrande is not a Lehman moment" reports, I'm going to start to worry.
Thou doth protest too much, methinks...
Mitchell Fraser-Jones retweeted
We discuss the market’s recent concerns about Chinese regulation, how to manage ESG considerations in emerging markets and the current inflation debate: ow.ly/yrly50G3GXj
#markets
Mitchell Fraser-Jones retweeted
The latest piece of content we've created for @sjpwealth is on emerging market debt and features the views of Anthony Kettle of @BlueBayAM. Particularly fond of the "birds of finance" graphic in this one, which explains the use of the terms doves and hawks in monetary policy.
Mitchell Fraser-Jones retweeted
Delighted to have worked with @IntrinsicInv on this piece. Relatively light touch edit on the written content plus the creation of a visual aesthetic that captures the holistic, inter-connected nature of the team's approach to stakeholder value analysis.
At Ensemble Capital, we believe that long term shareholder interests are best served by companies that generate value for all stakeholders. Today we're pleased to publish an illustrated white paper on our approach to stakeholder value analysis. intrinsicinvesting.com/2021/…
UK fund management industry - this should become a textbook case study on how to do succession well.
Congratulations to Paul Read and Paul Causer on looming retirement - the end of a long and successful career together.
invesco.co.uk/uk/news-and-in…
This looks like an interesting initiative - a data / insight driven hub for private investors interested in investment trusts.
This is doceo.
We promote transparency for all #investmenttrust shareholders through regular, bitesize, analytical video updates direct from the #fundmanager. Our easy-to-use comparison tool helps you make #investment decisions.
Head to doceo.tv/ to find out more
This "semiconductors are the new oil" view seems to be gaining some traction now - I've seen it mentioned in a few places recently, including a @business column from @johnauthers.
Interesting stuff. Full article here:
sjp.co.uk/news/where-are-the…
Some visual assets we created for a recent piece of @sjpwealth content, featuring the views of Ajay Krishnan at @WasatchGlobal.
#visual #infographics #content #marketing #investment
A fascinating glimpse into evolving lifestyle preferences in the US through an unusual, uncertain and volatile period...
The clear benefit of a long data series...
Since the year 812 people in Japan have recorded the first day in the year the Cherry Blossom was in full bloom in Kyoto. Based on this data, blossoms have been earlier and earlier in recent years.
Data from @Datagraver
These charts caught my eye.
The correlation between growth & value has plunged - hasn't happened since 2000…
...and we’ve just seen a day in which Nasdaq got hammered but Dow was unchanged. That happened a lot as the tech bubble burst in 00-01 but hasn’t happened since!
Mitchell Fraser-Jones retweeted
Highlights of some graphics we recently created to accompany a @sjpwealth report featuring the global views of @ninetyone_sa's Michael Power.

























