by Scott Fleming | Aug 1, 2025 | 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,...
by Scott Fleming | Jul 5, 2025 | 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....
by Scott Fleming | Jun 25, 2025 | What Caught My Eye
What Caught My Eye Hi there, After a period of hibernation, What Caught My Eye is back. The aim is unchanged — to step outside the daily market noise and draw attention to the observations, signals, and shifts that don’t always make headlines but help build the bigger...
