A couple of weeks back I suggested that readers take a closer look at the structured products space where some much-needed innovation is beginning to result in some really rather compelling new products. Outfits such as Tempo Structured Products are… Continue reading →
The bureaucrats of the oil cartel have delivered their latest crowdsourced judgement. The top line? The agreement will add around 0.6m b/day of production from OPEC to the market. In country terms, most of that increase will probably come from… Continue reading →
Monday Macro Most of my Turkish friends and associates are in despair this morning. Their arch-enemy Erdogan and his AK have stormed to victory again in both the presidential and parliamentary elections, with a surprising margin of victory in both… Continue reading →
Which of these two stories or narratives sounds most convincing to you? In narrative A, the global economy is strong, the recovery is picking up speed in most regions whilst the US powers ahead helped along by tax cuts. In… Continue reading →
One of the reasons why we’re currently mid-way through a populist crisis is that many ordinary folk find the whims and fancies of policymakers confusing and impenetrable. Politicians come up with clever sound bites which resonate on the mass media… Continue reading →
Are we finally close to capitulation point for cryptocurrencies? I’ve long thought that there’s a place for these digital currencies but I’ve been worried that valuations are essentially only driven by momentum flows i.e valuations will only increase alongside the… Continue reading →
Overall, I’m fairly cautiously positioned at the moment in investment terms, but I might, arguably, be much too risk averse, especially when you look at some key macro data. Recent numbers looking at global dividends, for instance, suggests that cashflows… Continue reading →
For far too long we British investors have been stiffed by excessive share dealing charges. The first wave of online pioneers provided a huge boost by enabling internet dealing and cutting charges per deal to the £10 level. But unlike… Continue reading →
Regular readers of my Financial Times column might remember that I’ve been quietly extolling the virtues of the Premier Oil retail bonds. When the oil price collapsed these retail friendly bonds plummeted in value, partly because many risk-averse investors sold… Continue reading →
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