Over the next week or so, I will be less available, spending time meeting partners and fund managers. Behind the scenes, this is what the job actually looks like: exchanging views on markets, risks, opportunities, portfolio positioning, and how to survive modern investing without losing both money and sanity in the process.
Every cycle comes with a fresh narrative. A few years ago it was inflation. Then recession. Then AI. Then geopolitics. Next month, there will probably be another expert predicting the collapse of civilization from a YouTube channel with a million subscribers.
My approach stays the same that is focus on the bigger picture, listen carefully, challenge assumptions where they deserve to be challenged, and keep refining strategy with a long-term lens. No knee-jerk reactions please.
Markets never sleep. Fund managers never fully switch off. Investors are always searching for the next answer. I will be be back soon.