Let’s kick off with a double bill of ideas from Jefferies funds analyst Matt Hose. First up is Riverstone. Now, I used to own this stock and championed it many moons ago in an FT column. It used to be… Continue reading →
The first bit of this blog is for all you equity market bulls out there – it’s a great chart from this weekend’s edition of the Sunday Briefing. The chart below shows the percentage of buy recommendations on the 1000… Continue reading →
Tencent is having a tough time of late as the Chinese regulators decide to give it a good thrashing for becoming too important for the CCP. But this week brought even more bad news – now its fast-growing gaming business… Continue reading →
July wasn’t that bad a month for equities, according to analysts at S&P Dow Jones. Developed world equities advanced 1.19%, while global equities only nudged higher, with a 0.32% gain. Yet again the US markets outperformed – up 1.68% against… Continue reading →
China’s been hogging the headlines recently, for all the wrong reasons. Tech has been getting a good kicking (my Prosus suggestion is looking badly timed) and the CCP has decided that educational tutoring should be nonprofit making. Who’d have thought… Continue reading →
I’ve not really focused very much on one of the newest bits of the alternatives funds market here in the UK, shipping. We’ve only really had a choice of funds this year and the first listed shipping fund didn’t list… Continue reading →
Bitcoin has bounced been bouncing back again. According to Marcus Sotiriou, Sales Trader at the UK based digital asset broker GlobalBlock, the digital currency looks to be in a strong technical position having reclaimed its “50 week EMA at around… Continue reading →
My Citywire column this week is on the biggest thematic of them all – an aging population. It makes the point that figuring what’s likely to happen next with an aging population doesn’t necessarily result in a successful investment strategy…. Continue reading →
My latest addition to the Dynamic 35 list is something of a hybrid. It could easily sit inside my cautious Prudent 15 list. Like many more cautious, defensive peers, this fund is income-oriented and invests in real assets in the… Continue reading →
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