Investment narrative: Inflation is firmly under control but corporate profit margins might be under attack in Europe. Time for high yielding equities to start out performing? Two interesting charts today from the cross-asset research team at Morgan Stanley. The first… Continue reading →
Investors worried by the uncertainty surrounding the whole Brexit process won’t have found much to cheer them in the recent Euro election results from Sunday. On paper, it simply confirmed what we all probably know, which is that there are… Continue reading →
I’ve noted before in this blog that I think the impending Cold War between China and the US is THE TREND to watch out for in the next decade. I’m usually on the most hawkish side of every national security… Continue reading →
I’m sure we’ll be bored stiff about the news of the PMs resignation but all I would say is that it isn’t great investment news. I personally admire Mrs. May resolve and I think her suggested deal was the best… Continue reading →
I was in the queue at Boots at the weekend and I couldn’t help but overhear a conversation about ‘common-a-garden’ fraud. Someone was claiming that a fraudster had cleaned out £9000 from their bank account. Someone else was complaining about… Continue reading →
One of the reasons why I’m still, cautiously, optimistic about global equities is that most of the fundamental, backward-looking, drivers of returns still seem to be in place. Dividends, in particular, are still pushing ahead. According to Janus Henderson and… Continue reading →
First off, an event reminder. On June 12th I’m running with ETF Stream a morning only event on tech investing with headline speaker the excellent Ben Rogoff from Polar capital plus a star-studded array of active and passive fund managers…. Continue reading →
Another reminder to sign up for my latest event, at ETF Stream, on Technology funds. It is on the morning of June 12th on Cheapside in the City of London and boasts a bunch of first-rate managers from both the… Continue reading →
Tariff tantrums today and for the last few days. My guess is still that it will end up with a ‘big deal’, so beloved of Trump. But its also clear that we’ll have to put up with a huge amount… Continue reading →
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