Nick Hornby: Three investment trends for the next 35 years
Video: Cerno Capital founder on the opportunities in alternative protein, blockchain and space
Cerno Capital
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Cerno Pacific duo: Asia remains under recognised for its innovation
Fay Ren and Michael Flitton on how Asia is beginning to move onto investors’ radar for its ground breaking companies
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Cerno sizes up India and Japan small caps
Cerno Capital is eyeing up opportunities in India and Japan, and is not willing to give up on the infrastructure trade despite president Trump’s inaction.
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Wealth manager profile: Cerno Capital Partners’ Spence
With a mistrust of global macro managers and concerns over an economic cycle ‘de-fanged’ by central banks, Cerno’s co-founder is drawing on his ‘apprenticeship’ in Asia to inform his current investment choices.
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PA OPINION: Leverage fears undermine ‘myth-making’ central banks
With central banks loosening their belts so much comes the risk of policy makers getting caught with their trousers down.