PUBLICATIONS

Insights about the global
investment landscape.

Cerno Publications

 

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

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Call Merck

30/09/2020

Steady Rents

10/08/2020

The Price Paid

10/10/2017

Cerno Capital Summer Party with Nyetimber

15/09/2017
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

04/09/2017
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

14/07/2017

Risky thoughts

03/03/2017

The State of Europe – An Insider’s Guide

28/04/2016
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

17/03/2016
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

16/02/2016
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

26/11/2015
Fran Millar explains how the world’s best cycling team plots its successes.

China’s Financial Future – Joe Zhang challenges the Pessimists

11/11/2015
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

17/09/2015
An evening with quintessentially English distillers Sipsmith and canapés by Michelin-starred chef, Shaun Rankin.

Gorillas & Lions with Amos Courage

10/09/2015
Dinner with Tony King and Amos Courage, to hear about their fascinating work reintroducing animals in Africa.

Women’s Ashes – The Spitfire Ground, Canterbury

12/08/2015
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

16/07/2015

The Cerno Summer Art Dinner

07/07/2015
Art world discussion with Ben Brown, founder of the Ben Brown Gallery. Featuring work by Djamel Tatah.

Investor Presentation

28/06/2015
Portfolio Managers' James Spence, Nick Hornby and Fergus Shaw discuss the source of the last 12 month's performance

Entrepreneurship – The Next Phase

10/06/2015
Douglas Brodie discusses how entrepreneurial companies are disrupting incumbents across multiple industries.

Judy Murray

28/05/2015
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

28/04/2015
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

02/03/2015
Geoff expresses global and regional macro views through his positions in equities, rates, FX and commodities.

England Women’s Rugby vs Italy

15/02/2015
Cerno Capital hosts a group to see England’s Women beat Italy 39-7. Ireland won the series overall.

Life after Bill

01/10/2014

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

29/09/2014
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?

18/09/2014
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

04/09/2014
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

21/04/2014
Lunchtime discussion: Joe and Geoff, both China nationals and analysts, debate China’s immediate future from opposite standpoints.

The Money of Art

01/03/2014
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?

12/02/2014
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

07/02/2014
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

08/01/2014
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

17/04/2013
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

17/10/2012
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

02/07/2012
Paul Thursby and Russell Napier debate the outlook for core bond markets and arrive at bearish conclusions based on unrelated arguments.

Accessing Africa

25/05/2012
Lunchtime discussion: Roundtable discussion from investors sharing their experiences of investing in Africa.

Around the World in 80 Minutes

14/03/2012
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

17/02/2011
Lunchtime discussion: Peter Hennessey, independent peer, constitutional expert and author sheds light on the forces at work in British politics.