Nathan Kowalski is the chief financial officer of Bermuda-based investment firm Anchor Investment Management Ltd. He holds Chartered Accountant, Chartered Financial Analyst and Chartered Investment Manager designations. He is currently the president of the Chartered Financial Analyst Society of Bermuda board. Mr Kowalski started his career with KPMG, where he provided assurance, tax and financial advisory services for some of the largest corporations in Canada. He then worked for Deloitte & Touche Corporate Finance Inc, where he specialised in providing advice on mergers and acquisitions, valuations for corporate clients and private-equity firms, entrepreneurs and governments.
Oct 25, 2018 8:00 am
As we have written in previous reports, what fundamentally drives economic growth over the long term is the change in a country’s workforce and its change in productivity. This is the simple equation:
Real Potential GDP Growth = Workforce...
Sep 17, 2018 8:00 am
It may be hard to fathom and remember but ten years ago, the world was falling apart. Stock markets were beginning a dramatic free-fall, people were afraid banks would close and the entire financial system was being questioned. Now after a decade...
Jul 23, 2018 8:00 am
Populism is reverberating throughout the world. It manifests via polarised political outcomes; trade skirmishes or immigration backlash and it affects nearly all regions. In fact, demographically we are likely entering a period of heightened...
Jun 5, 2018 8:00 am
I just got back from a recent jaunt in China. It was my first time to “mainland” China and what follows are some of my thoughts brought about from my experiences there. It is worth noting that this was only a two-week trip through a small part of...
Apr 16, 2018 8:00 am
Facebook woes have recently been front page news. The data breach saga has been narrated ad nauseam so we won’t bore you with the details but we will discuss some investment merits of dominant internet stocks and other general thoughts. Many may...
Mar 12, 2018 8:00 am
Donald Trump announced tariffs on steel and aluminium last week. Although the US president feels “trade wars are good, and easy to win” I would suggest they are neither good nor easy.
Although small targeted tariffs may be insignificant in...
Mar 5, 2018 8:00 am
The Berkshire Hathaway’s annual shareholder letter has always been a special event for this writer as I continue to be a devout follower of Warren Buffett. Warren is not shy to admit his mistakes, offer timeless wisdom on investing and remind us...
Feb 5, 2018 8:00 am
If you have been following the markets over the past five years inflation has not really been on your radar. In fact the spectre of inflation has been continually elusive — until now.
The common diatribe has been that the Fed’s interest...
Jan 29, 2018 8:00 am
Nathan Kowalski, Financial Ramblings from the Rock
What follows are my thoughts on the 2018/19 pre-Budget report policy options recently released by the Government, considering a set of first principles. Let’s assume our goals or principles...
Jan 8, 2018 8:00 am
“The bottom line remains: forecasts and predictions are exercises in marketing. Outrageous and wrong forecasts are typically forgotten, and when one randomly happens to come true, the guru is lauded as the next Nostradamus” — Barry Ritholtz,...
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