My notes include some further random thoughts on topical issues. Stuart Watson's profile this week is of Pershing Square Holdings, the global investment trust founded by hedge fund manager Bill Ackman. I have also added a post for my latest podcast with the fund manager Peter Seilern, discussing some of the big picture issues (inflation, Ukraine, bond yields) that are contributing to volatility this year and seem particularly relevant. 

Hard truths about the bond market 2022 is turning out to be one of the worst years on record for the bond markets, with analysts pointing out that bond perfor...