What Caught My Eye

What Caught My Eye

Home Who we help Business owners Professionals and executives Life transitions About About Us Investment Philosophy Insights Contact What Caught My Eye 3rd March 2026 We’ve been working through a revamp of our email and written content this year, with a simple aim: to...
What Caught My Eye – US Edition

What Caught My Eye – US Edition

What Caught My Eye – US Edition Estimated reading time: 4 minutes Hi, I thought we’d provide a straightforward look at what’s been going on in the United States over the past month as recorded by our notes in “Macro Tones” — our own recorded...
What Caught My Eye

What Caught My Eye

What Caught My Eye Estimated reading time: 4 minutes Over the past fortnight, we’ve sat down with a number of fund managers as well as read through dozens of their commentaries. What stood out — more than any specific data point — was tone. Quietly but firmly,...
What Caught My Eye

What Caught My Eye

What Caught My Eye Read time: ~4 minutes The new financial year has kicked off with markets still pushing higher. But the more interesting developments are coming from policy shifts — particularly in the U.S. — that could have wider implications over time....