Stifel has just put out a cogent ‘Contrarian’ note on PFI infrastructure investment funds. It’s core message is that nationalisation may not happen and that many of us are being far too cynical. Here’s the key passage from Stifel note… Continue reading →
The FTSE 100 is back in the red again. We’ve finally seen a decisive move below 7000 – not a great surprise to me – and we may see more selling as investors worry about Facebook/Eurozone recovery/weak retailers. Arguably a… Continue reading →
For ages, we’ve waited for an encounter between fintech and the world of public stock market investors. The first encounter was focused on investment trusts looking to build a robust income stream – as a result, a number of funds… Continue reading →
One of the great unanswerable questions of our modern age is what to do about the steady increase in global debt levels, especially for consumers. Take car loans. Anecdotally I’ve been picking up indications of a complete burn out in… Continue reading →
I have a truly adventurous thought today. I’ve long thought that intrepid investor’s (and travellers) need to pay more attention to Eastern Europe. For most Brit’s this border region is a slightly exotic set of countries, populated by people who we… Continue reading →
Although I’m hugely sceptical about Russia politically – let’s agree not to talk about the activities of their spy agencies – I am slightly more optimistic about prospects for the Russian economy. The oil price is much higher than we… Continue reading →
A short note today rounding up useful gems from the research front line – with a focus on Asian and European equity markets. The bottom line is that they all echo my own focus – slowly take profits on the… Continue reading →
The building blocks of a new energy economy are slowly slotting into place. The foundation stones were laid many years ago with the huge wave of investment in renewable energy production technologies, notably on and offshore wind power and solar… Continue reading →
I highly recommend having a read through a recent report from London based investment research house Cross Border Capital, entitled “Lonely Bytes – Cryptocurrencies & The Future of Money: A New Technology Solution Desperately Seeking A Problem?”. This short and… Continue reading →
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