Private Investment Strategy Library
For over thirty years, James has advised some of the world’s most sophisticated investors. His work draws on more than three decades in global markets, a formidable reading habit and an unusually broad network of investors, policymakers and market practitioners. His knowledge is stored within this investment library, Notes From a Small Island.
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INVESTMENT STRATEGY
Look beyond the noise.
Within the Library, you’ll find ideas tested against market behavior and connections drawn between macroeconomic themes.
- Learn what this means for your investment portfolio.
- Gain unique insights into the mechanics beneath prices.
- What stories surrounding them will influence the market?
James’s expertise is informed through his extensive reading and by relationships few investors can replicate. Conversations with experienced fund managers, policymakers and other market participants feed into the research, alongside his own willingness to revisit assumptions and identify blind spots.
The aim of Notes From a Small Island is simple enough: to help members be better prepared, see risk earlier and make well-informed investment decisions.