So far, so good. 2019 is shaping up nicely. The FTSE All-Share index is up 7.2% year to date, with the MSCI World up 7.1%. Over the last 12 months, the equivalent numbers 2.9% and 6% respectively and it’s only… Continue reading →
I’m always curious about what the hedge fund masters of the universe are up to – or more specifically what they are buying! My sense is that there are two popular myths about hedgies. The first is that they are… Continue reading →
Gold has a good run of late, helped along by positive comments from some in the investment banking community. Morgan Stanley, for instance, had a buy note on gold for many months, but it now looks like they are having… Continue reading →
I find it strange that when I talk to my most fervent Brexiteer friends and colleagues, they seem to be almost salivating over the prospects of Italy jamming it to Brussels – and the Italian banks bringing down the Euro…. Continue reading →
It’s worth reading a cracking article by my colleague David Tuckwell, out this week on www.etfstream.com. The link is HERE. It’s all about a new US gold ETF from the Western Australian government-owned Perth Mint, a companion body to our… Continue reading →
Although I think that the IPO of Georgia Capital was arguably one of the worst timed recent issues in living memory (and overpriced at launch to boot), I nevertheless have this frontier market play ( a listed fund on the… Continue reading →
A quick smorgasbord of observations within the funds’ space. First up, are SME lending rates just too damned low? One of the big advantages of disruption within financial services is that intensified competition tends to result in lower interest rates… Continue reading →
I’m not sure what to make of the strikes in schools and colleges across the country about climate change. On one level it is hugely heartening that so many youngsters are willing to work together to battle climate change. But… Continue reading →
So, farewell the mammoth A380. None of us can be terrifically surprised that Airbus has decided to bite the bullet and abandon additional new production of these jumbo planes. The unwritten assumption has always been that this ambitious programme would… Continue reading →
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