Christopher Teschmacher

Assistant Fund Manager

Chris is something of a perfectionist which may explain the raft of automated spreadsheets ensuring charts are properly formatted to Teschmacher® standards. Having become the resident quiz master, he keeps his colleagues on their toes with a steady stream of investment trivia. This worldly Dutchman has wanderlust in his blood – he was born in Australia and has lived in London, New York and Paris. He has since settled in London with his young family, although regular trips to the South of France suggest that ambitions to become a vineyard owner are still strong.

Posts by Christopher Teschmacher

Macrobites

Le moment est venu

With the final round of the French elections just days away, the political moment that people have been talking about since President Trump’s election has arrived. While the polls point to an overwhelming win for Macron, I take a quick look at the ways in which this election could still turn, and also the reasons why this time could be different to Brexit and Trump.

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Portfolio Thinking

Unlucky 13

 

In my recent post The future ain’t what it used to be, I talked about the importance of looking ahead for scenarios that could affect our portfolios, and assessing what impact they might have. 2017 is littered with potential event risks; here we look at the 'unlucky 13', with European politics taking centre stage.

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Portfolio Thinking

The future ain’t what it used to be

“The future ain’t what it used to be” is a quote often attributed to New York Met’s coach Yogi Berra, and is also one of Meat Loaf’s songs. The same applies to financial markets and investments. We can’t just rely on the past behaviour of markets to understand the risk we face in the future; that would be like driving a car using a rear view mirror. So what should we do instead?

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Macrobites

Counting down to 2017

As 2016 draws to a close, it feels apt that our last post of the year counts down the ten key things on our minds as we head into 2017.

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Portfolio Thinking

The Footsie Shuffle

Many have heard of the FTSE 100 index. But did you know that of the original FTSE 100 constituents, only 22 remain? As a result, the driving factors behind today’s top 100 blue chip companies have changed significantly.

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Economics

Dovish and hawkish central banks sway markets again

In Alfred Hitchcock’s famous 1963 horror movie, The Birds, a series of unpredictable and menacing bird attacks spook an otherwise peaceful town. Since March, financial markets have been quite peaceful, but they are clearly also being swayed by unpredictably dovish and hawkish central banks.

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