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Tales of an Astronaut - Lessons from the Unknown

Tales of an Astronaut - Lessons from the Unknown
06 Sep 2017

We are hard-wired to prefer predictable environments but our craving for certainty often gets the better of us. One unusual profession, however, might offer some valuable lessons for all investors.

Regulating Psychopaths

Regulating Psychopaths
14 Jul 2017

In light of the Financial Conduct Authority’s recently published Asset Management Market Study, Equitile’s CIO George Cooper discusses how the asset management industry could be encouraged to police itself better.

Investors' Handbook 2017

Investors' Handbook 2017
19 Jun 2017

Our 2017 Investors' Handbook aims to help all our investors build a deeper understanding of how we think and what we do.

Facts not Opinions

Facts not Opinions
13 Mar 2017

In an evolving, innovative economy it is important to have an adaptive investment strategy. Our CIO, George Cooper, discusses some of the qualities we look for in the companies we invest in and some of the qualities we seek to avoid. 

Why ownership matters more than ever

Why ownership matters more than ever
02 Mar 2017

With UK home ownership in decline and the dream of widespread share ownership now just that, Equitile's CEO writes for CapX on the implications for the public policy debate.

Crisis Economics

Crisis Economics
02 Feb 2017

Why do we have a crisis in economic theory? Equitile's Chief Investment Officer to share his perspectives at the Cambridge University Marshall Society.

 

The Lost Shield? - The small print in Trump's tax plan

The Lost Shield? - The small print in Trump's tax plan
11 Jan 2017

In the heat of the presidential debate, few would have noticed one proposal on the Trump campaign trail that, if put into practice, would be a game-changer. Equitile explores the potential impact of an important footnote to the President-Elect's tax plans. 

2016: A Tale of Two Walls

2016: A Tale of Two Walls
03 Jan 2017

George Cooper reflects on the lessons of the year passed and muses on what may lie ahead. With Donald Trump just days away from the US Presidency, this year the exercise feels more worthwhile than ever before.

Revival of the Fittest

Revival of the Fittest
05 Dec 2016

Corporate longevity is in secular decline while we, on average, are living longer. As new firms uproot the old at an increasing rate, Equitile asks what this means for a traditional buy-and-hold investment approach. 

An Impossible Trinity?

An Impossible Trinity?
28 Nov 2016

Financial markets are pricing higher profits and a higher cost of borrowing while voters expect higher wages. Is this Trump’s impossible trinity?

Hedonism and the value of money - Part II

Hedonism and the value of money - Part II
24 Oct 2016

In this second part George argues the investment climate is getting tougher with bonds priced to deliver especially disappointing returns. However, equities should still comfortably outperform income growth over coming decades.

Hedonism and the value of money - Part I

Hedonism and the value of money - Part I
21 Oct 2016

In the first part of his latest two-part investment letter George Cooper goes back to the Swinging Sixties to offer a few thoughts on hedonism and the value of money in order to explain why inflation is a poor measure of investment success. 

'Fixing Economics' by George Cooper: Book Review

'Fixing Economics' by George Cooper: Book Review
31 Aug 2016

Modern economics needs to embrace a new way of looking at and understanding the world if financial crises are to be prevented in the future. George Cooper talks to Juliette Foster at Share Radio about his new book 'Fixing Economics'. 

Bloomberg Radio - Equitile’s Cooper: How to Fix Economics

Bloomberg Radio - Equitile’s Cooper: How to Fix Economics
30 Aug 2016

Quantitative easing is only stimulating asset markets, not the real economy, says George Cooper, CIO at Equitile Investments in Bloomberg Interview.

George Cooper Talks to Bloomberg Radio - Time to Brexit-proof Investment Funds

George Cooper Talks to Bloomberg Radio - Time to Brexit-proof Investment Funds
20 Jul 2016

Equitile's Chief Investment Officer, George Cooper, talks to Bloomberg Radio on the underlying causes of the "electoral revolt" seen in the EU referendum. 

Is corporate debt addictive?

Is corporate debt addictive?
18 Jul 2016

As corporate debt levels around the world continue to rise Andrew McNally explores some new work in theoretical finance that suggests companies might not be as in control as we thought. 

Investment Letter - Constant Reformation

Investment Letter - Constant Reformation
09 Jul 2016

In his second investment letter Equitile's Chief Investment Officer, George Cooper, looks at the deep-rooted causes of Brexit and asks what the implications are for investors navigating a new socio-economic order.

Can fair fees make active managers more sustainable?

Can fair fees make active managers more sustainable?
05 Jul 2016

Andrew McNally explores whether a fairer fee model, one that rewards managers for investment success, might lead to a more sustainable active investment management industry and mitigate some of the external costs associated with passive investing.

Is it time to rethink monetary policy?

Is it time to rethink monetary policy?
30 Jun 2016

George Cooper writes for International Banker magazine on why monetary policy needs a serious rethink.

George Cooper Talks to Bloomberg Radio - Central Bankers Are Irresponsible

George Cooper Talks to Bloomberg Radio - Central Bankers Are Irresponsible
10 Jun 2016

Central bankers are bordering on irresponsible behaviour, by forcing debt into economies, that will ultimately cause deflation says Equitile's Chief Investment Officer, George Cooper.

Panama Papers create a golden opportunity for UK fund houses

Panama Papers create a golden opportunity for UK fund houses
01 May 2016

Equitile's Chief Executive Officer, Andrew McNally, writes in the Financial Times on why the Panama Affair creates a golden opportunity for the UK funds industry.

Investment Letter - Eternal Adaptation

Investment Letter - Eternal Adaptation
31 Mar 2016

In their inaugural Investment Letter, George Cooper and Andrew McNally show how Equitile's unique investment approach works in practice and explain why they launched the Equitile Resilience Fund.

Lumbering corporate dinosaurs face mass extinction

Lumbering corporate dinosaurs face mass extinction
13 Oct 2015

In an article for MoneyWeek, Andrew McNally examines what makes a company resilient and allows it to survive and thrive in a fast changing and uncertain world.

Undoing the Mistakes of QE

Undoing the Mistakes of QE
15 Sep 2015

In both Westminster and the City PQE has been greeted with a combination of astonishment and derision. George Cooper writes for The Independent on why it might not be as crazy as some commentators suggest.

Build a company on prudence and trust, not debt

Build a company on prudence and trust, not debt
10 Jul 2015

Andrew McNally, in an article for Moneyweek, looks at the value of financial prudence in corporations and how trusting relationships with customers might depend upon it.

The unspoken political truth about debt

The unspoken political truth about debt
30 Mar 2015

No politician talks about why companies create so much debt. Andrew McNally, writes for Prospect Magazine on why a change to the tax treatment of interest expenses in corporations should be on the political agenda.

Hanging the Wrong Contract?

Hanging the Wrong Contract?
26 Mar 2015

Many of the principle-agents problems in corporations, although often seen as an equity problem, might in fact be down to excessive reliance on debt finance.

Captain Kirk and the science of economics

Captain Kirk and the science of economics
08 Mar 2015

In a light-hearted view look at the crisis in economic thinking, George Cooper presents at Nudgestock: The world’s only cool behavioural finance conference.

An interview with World Finance

An interview with World Finance
08 Mar 2015

George Cooper talks to World Finance on the crisis in economic thinking as explored in his second book, Money, Blood and Revolution.

Tim Haig interviews George Cooper

Tim Haig interviews George Cooper
07 Mar 2015

Tim Haig explores George’s vision of a simplified model of economic systems and the engine of prosperity.

Debtonator - How Equity Can Work for All of US

Debtonator - How Equity Can Work for All of US
07 Mar 2015

In his book, Debtonator, Equitile's Chief Executive Officer, Andrew McNally, looks at the risks posed by excessive corporate debt and how greater use of equity might be better for everyone.

John Authers of the Financial Times in conversation with George

John Authers of the Financial Times in conversation with George
07 Mar 2015

A two part interview with John Authers of The Financial Times about Money, Blood and Revolution.

Debt & the magical mathematics of Brahmagupta

Debt & the magical mathematics of Brahmagupta
07 Mar 2015

At Equitile we believe it is impossible to understand either macroeconomics or financial markets without first understanding the role of money and debt in the economic system. 

Interview with our Chief Investment Officer, George Cooper

Interview with our Chief Investment Officer, George Cooper
05 Mar 2015

George Coopers speaks to Ross Ashcroft of The Renegede Economist on the scientific revolution in which economics and finance now finds itself.

Seductive Charm

Seductive Charm
29 Jun 2014

Andrew McNally writes for the Daily Telegraph on the declining use of equity finance and how our reliance on debt to fund future growth is a source of extreme wealth inequality.

A creditable recovery

A creditable recovery

Politicians of all shades seem united on one thing at least: the need for banks to keep lending. Since the financial crisis, getting credit flowing has been the main goal of financial policy. Equitile's Chief Executive Officer, Andrew McNally, writes for the Financial Times on why they might be missing a more creditable solution.

Money, Blood and Revolution

Money, Blood and Revolution

Economics is a broken science, living in a kind of Alice in Wonderland state believing in multiple, inconsistent, things at the same time. In his second book George Cooper examines the scientific revolution in which economics now finds itself.

The Origin of Financial Crises

The Origin of Financial Crises

In a series of disarmingly simple arguments George Cooper challenges the core principles of today's economic orthodoxy and explains how we have created an economy that is inherently unstable and crisis prone.

Panama Papers create a golden opportunity for UK fund houses Panama Papers create a golden opportunity for UK fund houses 2 Panama Papers create a golden opportunity for UK fund houses 05 May 2016 Debtonator - How Equity Can Work for All of US Debtonator - How Equity Can Work for All of US 2 Debtonator - How Equity Can Work for All of US View more Captain Kirk and the science of economics Captain Kirk and the science of economics 2 Captain Kirk and the science of economics View video Money, Blood and Revolution Money, Blood and Revolution 2 Money, Blood and Revolution View more Why ownership matters more than ever Why ownership matters more than ever 2 Why ownership matters more than ever Read article 2016: A Tale of Two Walls 2016: A Tale of Two Walls 2 2016: A Tale of Two Walls Read article 'Fixing Economics' by George Cooper: Book Review 'Fixing Economics' by George Cooper: Book Review 2 'Fixing Economics' by George Cooper: Book Review Read article George Cooper Talks to Bloomberg Radio - Time to Brexit-proof Investment Funds George Cooper Talks to Bloomberg Radio - Time to Brexit-proof Investment Funds 2 George Cooper Talks to Bloomberg Radio - Time to Brexit-proof Investment Funds Read article Is it time to rethink monetary policy? Is it time to rethink monetary policy? 2 Is it time to rethink monetary policy? Read article Undoing the Mistakes of QE Undoing the Mistakes of QE 2 Undoing the Mistakes of QE View article The Lost Shield? - The small print in Trump's tax plan The Lost Shield? - The small print in Trump's tax plan 2 The Lost Shield? - The small print in Trump's tax plan Read article Investment Letter - Eternal Adaptation Investment Letter - Eternal Adaptation 2 Investment Letter - Eternal Adaptation Read article Lumbering corporate dinosaurs face mass extinction Lumbering corporate dinosaurs face mass extinction 2 Lumbering corporate dinosaurs face mass extinction View article Is corporate debt addictive? Is corporate debt addictive? 2 Is corporate debt addictive? Read article Can fair fees make active managers more sustainable? Can fair fees make active managers more sustainable? 2 Can fair fees make active managers more sustainable? Read article Investors' Handbook 2017 Investors' Handbook 2017 2 Investors' Handbook 2017 Read article Tim Haig interviews George Cooper Tim Haig interviews George Cooper 2 Tim Haig interviews George Cooper Watch video Hedonism and the value of money - Part I Hedonism and the value of money - Part I 2 Hedonism and the value of money - Part I Read article John Authers of the Financial Times in conversation with George John Authers of the Financial Times in conversation with George 2 John Authers of the Financial Times in conversation with George View more Seductive Charm Seductive Charm 2 Seductive Charm View article Facts not Opinions Facts not Opinions 2 Facts not Opinions Read article Equitile Resilience Fund Equitile Resilience Fund 1 Equitile Resilience Fund A creditable recovery A creditable recovery 2 A creditable recovery View article The unspoken political truth about debt The unspoken political truth about debt 2 The unspoken political truth about debt Read article Build a company on prudence and trust, not debt Build a company on prudence and trust, not debt 2 Build a company on prudence and trust, not debt View article Debt & the magical mathematics of Brahmagupta Debt & the magical mathematics of Brahmagupta 2 Debt & the magical mathematics of Brahmagupta View article Revival of the Fittest Revival of the Fittest 2 Revival of the Fittest Read article The Origin of Financial Crises The Origin of Financial Crises 2 The Origin of Financial Crises View more Interview with our Chief Investment Officer, George Cooper Interview with our Chief Investment Officer, George Cooper 2 Interview with our Chief Investment Officer, George Cooper Hear interview Hedonism and the value of money - Part II Hedonism and the value of money - Part II 2 Hedonism and the value of money - Part II Read article An Impossible Trinity? An Impossible Trinity? 2 An Impossible Trinity? Read article George Cooper Talks to Bloomberg Radio - Central Bankers Are Irresponsible George Cooper Talks to Bloomberg Radio - Central Bankers Are Irresponsible 2 George Cooper Talks to Bloomberg Radio - Central Bankers Are Irresponsible 10 June 2016 Hanging the Wrong Contract? Hanging the Wrong Contract? 2 Hanging the Wrong Contract? View article Investment Letter - Constant Reformation Investment Letter - Constant Reformation 2 Investment Letter - Constant Reformation Read article An interview with World Finance An interview with World Finance 2 An interview with World Finance Watch video Bloomberg Radio - Equitile’s Cooper: How to Fix Economics Bloomberg Radio - Equitile’s Cooper: How to Fix Economics 2 Bloomberg Radio - Equitile’s Cooper: How to Fix Economics Read article Crisis Economics Crisis Economics 2 Crisis Economics Read article

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