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The inflation debate – which stocks to buy in an inflation bubble plus new UK focused growth trust

Worth picking up today on a note from SG’s Global quantitative research team from yesterday called “There is nothing to fear but fear itself – Hedging inflation risk with equities”. This is very timely because as readers of this blog… Continue reading →

Some left field thinking – UK population 100 million by 2050? Why not?

I’m been spending quite a bit of time recently contemplating why UK productivity growth has been slow in the recent decade and how we can boost economic growth over the next few decades. Marxists are ready at hand with their… Continue reading →

More on Russia, Millenial charts and a reminder on events

Yesterday I observed that it is becoming increasingly hard to mount an enthusiastic defence of emerging market assets. The one exception in my view is Russia, about which I have become increasingly bullish. I’ll ignore my long list of worries… Continue reading →

Monday Macro – EM and the US election and the bullish case for UK assets

The wonderful Ian Leslie highlighted last week a great little paper by academic James Crabtree which I think is well worth reading. Its premise – “U.S. allies have grown comfortable with Trump and his tough approach to China—and are anxious… Continue reading →

Emerging markets: another patchy month in August plus new homeless homes fund looking to IPO

Interesting numbers out last week from Daniel Salter, Head of Equity Strategy at Renaissance Capital. He’s been looking at returns for August for EM and frontier markets. Overall EM equities lagged, up just 2.1%, but excluding China +5.6%, EM ex-China… Continue reading →

Dates for your diary – two fab ETF events well worth attending

I’m heavily involved in two up and coming events in the next few weeks which I think will appeal to any Adventurous Investors interested in all things ETF or factor investing related. The first, next week, is on Emerging Markets… Continue reading →

Monday Macro: Reading the tea leaves – whither inflation?

I keep babbling on about inflation, and expectations of its imminent return, because I think it is of huge importance. Two thoughts. The first is that we are mid-way through a multiyear liquidity bubble in which central banks have a… Continue reading →

Why cash is a drain on your wealth

From my Citywire column yesterday…. It will probably surprise most Citywire readers, but I do actually read many of the comments after my regular columns. Obviously, I welcome plaudits (!), but it’s the questions that I tend to find most… Continue reading →

Time to look again at lenders plus WFH uncertainty intensifies

There will come a point during the current economic cycle when it will be the perfect time to start investing again in businesses that lend – or funds that lend. Judging by corporate activity in the listed fund space that… Continue reading →

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