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 →
Investors seem to be growing increasingly relaxed about the legion number of political risks though they remain concerned about one key aspect of modern political discourse – intransigence. Trump may blow hot and cold about tariffs with China, but the… Continue reading →
It’s always worth scanning the data on fund flows, if only because they give us an accurate record of what bets institutional investors are currently taking with their clients’ money. The big story at the fund level is one of… Continue reading →
The headline above is the alluring conclusion from a report at the end of April by S&P Dow Jones looking at equity markets and current very low levels of volatility. In April, the index firm concluded that using their family… Continue reading →
I always feel terrifically sorry for most fixed-income investors. They may have benefitted from a huge decades-long boom in bond prices but now they are left with a terrible quandary – where to invest all those profits. Yields are low… Continue reading →
The old expressions is to sell in May and come back again in the late autumn or early winter (variously September through to November). This old investing adage has been looking a bit tired for years now and as Interactive… Continue reading →
Just a short reminder that if you haven’t already signed up for the upcoming investment lunch at Maitland AMO on the global cannabis industry, it is only two days away now. I think there are a few places available for… Continue reading →
Markets look to be in pretty buoyant mood, cheered on by more than decent earnings numbers coming out of the US (again!) – the numbers are coming in thick and fast and so far 45% have reported. According to Deutsche… Continue reading →
Today, another event well worth attending in June…… On 12 June, ETF Stream will be hosting its latest Big Call event, where we will be discussing with an expert set of speakers the latest trends and big questions developing out… Continue reading →
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