Having recently published an article entitled ‘Investing in a Pandemic’, Steve Clapham Analyst at Hardman & Co explains the three big macro changes that he expects, other broader implications, the effects on stock market investments and on the companies themselves.
Steve is the founder of Behind the Balance Sheet, an investor training consultancy. He has been an investment analyst for the last 25 years, working on the sell side for a number of investment banks covering the transport, utilities and conglomerates sectors. In 2005, he moved to the buy side, where he was a partner at Toscafund Asset Management LLP, and then Head of Research at Altima Partners LLP.
Steve was part of the group of investors that acquired Hardman & Co in late 2012. He holds a degree in Technology and Business Studies, and is a member of the Institute of Chartered Accountants of Scotland.