Alan Miller's Blog

Brexit Property

Brexit Hits Property Funds — Compensation Could Hit £140 Million

Date Published: 8 July 2016

Category: Brexit

SCM Direct warned the FCA, post-Brexit, on Monday 27th June that large UK physical property funds needed to be urgently re-priced or suspended to protect investors.  Yet the majority of these funds took up to nearly two weeks to materially re-price or suspend dealing. The question is who is culpable for the c. £140m of

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The betting odds of the probability of Brexit

Brexit — The Known Unknowns

Date Published: 14 June 2016

Category: Brexit

It is often smart to be contrarian and oppose the herd mentality when fundamentals become mis-priced as a result of excessive fear or greed. Sometimes markets are effectively paying you to act one way as the probabilities are skewed in your favour.  There are not many consistently successful professional sports’ betters but the ones I

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