Welcome to the South River Blog

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Trumpie’s pressure on China…

So that’s it then. After all the fuss Trumpie’s stuck another $50bn of extra levies on a load of Chinese imports, let’s face it, it’s pretty small beer…and a lot of it,  let’s be honest, is fairly low value-added stuff like kids’ toys, plastic ducks and wireless... read more

Reflecting on Easter…

The Easter festival was celebrated this past w/e and the western world went into holiday mode. The Easter tradition was started for obvious reasons in the western calendar at the time of Christ’s death around 30 AD but the festival is celebrated around the... read more

Hola!

Valencia- a few Brexit free days in Spain with light sunny days, fabulous juicy Spanish oranges and wonderful local wines and the best paella in Spain- just what the Doctor ordered. Spain is great and a world away from the febrile and heated political maelstrom in... read more

A toast to the Irish…

St Patrick’s day was earlier this week with the wild celebrations over the w/e to celebrate worldwide if you’re Irish…   while Irish Taoiseach Leo Varadkar seemed to be getting on well with Nancy Pelosi at a “Friends of Ireland” lunch at Capitol Hill while... read more

A big week for trade talks…

A big week for trade talks…Brexit enters the end game…markets in carnival mood, Elon Musk blasts off…Europe’s largest cruise ship MSC Bellissimo is launched in Southampton and it’s mardi gras week with Pancake Tuesday in the UK, Las Fallas in Spain, and of course the... read more

Mergers, Kim Jong Un, Heniz and Nelly…

Two Welshies in the office crowing after the w/e’s England drubbing and with the Azzurri playing so well against the Irish, we’ll probably lose to the Italians (and we’ve got an Italian in the team to boot!)…not good to be an Englishman…will make for merciless... read more

Jamgate

While Donald Tusk and the Beeb are sending out ever more shrill warnings about how the world is going to end for the Brits on 29 March when Britain leaves the EU the two party leaders in Westminster have been meeting and presumably discussing the merits of preparing... read more

“January sick and tired you’ve been hanging on me”

“January sick and tired you’ve been hanging on me” Well January is over, thank goodness! Interestingly Scottish rock group Pilot’s 1979 hit “January” wasn’t about the month at all but songwriter David Paton’s girlfriend. The song reached number one in the... read more

Our 7 favourite themes for 2019

1. High yield fixed income and emerging market debt Having sold off aggressively during the second half of 2018, this asset class is becoming attractive, in our view, yielding circa 7%. Short-dated global high yield (under three years) can be bought with yields of 5%... read more
 

Our Latest Tweets

2 weeks ago
So that’s it then. After all the fuss Trumpie’s stuck another $50bn of extra levies on a load of Chinese imports, let’s face it, it’s pretty small beer…and a lot of it
https://t.co/MZN3WhEh5c

#Trump #China #Tariffs #TradeWars
4 weeks ago
⭐️To all our wonderful followers⭐️ Someone has asked if we can do our interviews as Podcasts too so they can listen on the go. If more people want it we will do it. Would anyone else like this? #podcast #uranium #gold #copper #mining https://t.co/vIfu44c2ry

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