Insights about the global
investment landscape.

Cerno Publications


Posts from the wider Cerno Capital team, detailing both our Investment thinking and wider Cerno activities.


Call Merck


Steady Rents


The Price Paid


Cerno Capital Summer Party with Nyetimber

On Tuesday 4th July, we partnered with Nyetimber, the award-winning English sparkling wine maker, to host a Summer Party celebrating 10 years of Cerno Capital.

Curating and Creating Identity: Dinner with Isabel Spearman

On Tuesday 9th May, Cerno Capital hosted a private dinner with Isabel Spearman OBE, image and brand consultant and former special adviser to Samantha Cameron.

Electric Wheels


Risky thoughts


The State of Europe – An Insider’s Guide

A discussion over dinner on European issues, touching on the European Referendum, Syria, Russia’s role in Foreign affairs and the immigration crisis.

Amanda Wakeley Spring/Summer 16

Cerno Capital and PwC Legal host a lunch with fashion designer Amanda Wakeley to view and discuss her Spring/Summer 16 collection

Cerno Capital sponsors Project Speedbird

Cerno Capital sponsors Hannah White in her quest to become the Fastest Woman on Water over one nautical mile in 2016

Fran Millar: Co-founder of Team Sky

Fran Millar explains how the world’s best cycling team plots its successes.

China’s Financial Future – Joe Zhang challenges the Pessimists

Joe is a fascinating observer and commentator on China having worked for the government, private sector, international investment banks and as a business director and entrepreneur.

Harvest at Hay Hill

An evening with quintessentially English distillers Sipsmith and canapés by Michelin-starred chef, Shaun Rankin.

Gorillas & Lions with Amos Courage

Dinner with Tony King and Amos Courage, to hear about their fascinating work reintroducing animals in Africa.

Women’s Ashes – The Spitfire Ground, Canterbury

Day two of the test match component of the multi-format Women’s Ashes. ActionWoman nominee and England Captain, Charlotte Edwards, leads her team against Australia.

The G in D


The Cerno Summer Art Dinner

Art world discussion with Ben Brown, founder of the Ben Brown Gallery. Featuring work by Djamel Tatah.

Investor Presentation

Portfolio Managers' James Spence, Nick Hornby and Fergus Shaw discuss the source of the last 12 month's performance

Entrepreneurship – The Next Phase

Douglas Brodie discusses how entrepreneurial companies are disrupting incumbents across multiple industries.

Judy Murray

Judy tells stories from her life of coaching and raising two tennis stars with interviewer Eleanore Kelly. Hosted with Scottish Women in Sport.

An Evening with Patrick Clackson, Barclays

A discussion about banking and financial careers with Patrick Clackson, Head of Business Transformation, Barclays.

Lunchtime discussion with Geoff Barker, Manager of the Counterpoint Asian Macro Fund

Geoff expresses global and regional macro views through his positions in equities, rates, FX and commodities.

England Women’s Rugby vs Italy

Cerno Capital hosts a group to see England’s Women beat Italy 39-7. Ireland won the series overall.

Life after Bill


Evening discussion with Jayne Styles, Chief Investment Officer of Amlin Insurance

Jayne describes her path to one of the top City investment jobs. She highlights the major influences in her career and talks in depth about both the successes and the challenges.

Is Japan still on track?

An active investor in Japan for 25 years, Hugh explains his thesis for Japan’s reflationary profit cycle and why an allocation to Japan makes sense.

On Athenian Civilisation: The Glory that Endures

A speech delivered at the Legatum Institute, the Mayor of London revisits the first democracy and its enduring influence on the West.

China – Transition & Turmoil

Lunchtime discussion: Joe and Geoff, both China nationals and analysts, debate China’s immediate future from opposite standpoints.

The Money of Art

Orlando Rock, Deputy Chairman of Christie’s Europe reveals the practices of the art world and tries to account for modern tastes.

Has another EM Crisis begun and will it lead to global deflation?

Miles Geldard and Chenevix-Trench each have over 30 years experience of investing in Emerging Markets and debate the risks and suitable portfolio actions.

Modern Capital Markets: Hostile Places. How to Reshape their Dysfunction & Instability

Discussion with the well-known investor and academic Dr Paul Woolley. Woolley offers a model for financial markets which seems to fit better with the real world.

A Practical History of Financial Markets. Cracking the stock Market – Long Term Valuation Measures That Work

Russell delivers one module of his two–day course A Practical History of Financial Markets regarded as the best course of its kind the UK.

Macro Series

George describes the major imbalances of the world and ruminates as to the consequences of their further worsening.

Private dinner and viewing of Contemporary photography at Paradise Row Gallery

Nick Hackworth describes the compelling work of artists Adam Broomberg & Oliver Chanarin. The Details Of A Dark Horse In Low Light, is a meditation on race and photography.

Bonds: 10 Hard Years Ahead

Paul Thursby and Russell Napier debate the outlook for core bond markets and arrive at bearish conclusions based on unrelated arguments.

Accessing Africa

Lunchtime discussion: Roundtable discussion from investors sharing their experiences of investing in Africa.

Around the World in 80 Minutes

Three outstanding equity managers debate the major investment destinations. Each explains the source of their returns and how they negotiate world markets.

The Condition of British Politics

Lunchtime discussion: Peter Hennessey, independent peer, constitutional expert and author sheds light on the forces at work in British politics.