Q2 2022 Investor Newsletter

Battery and Lithium Technology Lithium Supply Crunch To meet projected EV production battery capacity will have to increase output from 455 GWh to 2,450 GWh by 2029. Tesla plan to increase lithium-ion production with its massive Terafactory which would produce 1TWh...
Five Months into the Year

Five Months into the Year

Every year is different from what you expect, and that is particularly true in financial markets. It is easier to say over the first five months of 2022 which investment areas have lost you money, especially if you also factor in the enhanced inflationary backdrop....
Challenges and Opportunities in May

Challenges and Opportunities in May

Whilst the spring weather continues to warm, plenty of financial sector issues continue to worry global investors across both equity and bond markets. Meanwhile heightened inflation levels continued to impact bank account balances, and the war in Ukraine has led to...
Citizen of the World

Citizen of the World

Events in Eastern Europe over the last week have correctly dominated TV, radio, newspaper and online news. It also meant that almost all equity or bond investors made losses  during February, many for the second consecutive month unless, like the U.K. equity market...
Welcome to February!

Welcome to February!

There is a famous quote by the legendary Belgian professional cyclist Eddy Merckx that he “raced from 1 February to 31 October every year, competed for everything “. Unfortunately for financial markets there is never a defined season, and, whilst 2021...
In the Month Before Christmas

In the Month Before Christmas

The key for writing any monthly report is not to do it too early, especially during the end of  November which saw the word Omicron become much better known than just by followers of the Greek alphabet. Whilst progress against COVID-19 challenges have helped almost...