Here at the Episode Blog we are always looking to get a sense of how investor emotions might be affecting asset prices, and a recent trip to Italy provided the opportunity to do just that.

In the video below I discuss my reflections on what impact successive financial crises and… Read the article

Hopefully you don’t need me to tell you about the perils of forecasting. Nor is this the place to question why we should make forecasts at the end of December as opposed to any other point of the year.

As we near the mid-point of 2014 though, the calendar year has… Read the article