Can't believe that it has been over two years since my last blog post! The good news (if you like my writing) is that I'll be posting the odd comment on this blog once again. As ever, I'll only post when I have something to say. The first entry will follow shortly.
Just for the record, I now work as memeber of the asset allocation team at GMO. However, the views expressed on this blog are entirely mine, and mine alone. They in no way reflect the views of GMO.