It didn’t take too long for the shine to come off the great boom in private sector funding for social housing. Hundreds of millions of pounds have been raised by a number of closed end funds focused on this space,… Continue reading →
There are really only three simple reasons why most experienced investors should buy closed-end investment trusts. The first most obvious one is that well managed closed-end funds should outperform passive funds. The next obvious reason is to buy into specialist… Continue reading →
Last week The Times newspaper reported that Square Pie, a startup funded via debt through Crowdcube had folded. You can see the article online here – https://www.thetimes.co.uk/article/mini-bond-investors-get-fingers-burnt-after-pie-bond-crumbles-st7x22rvp?shareToken=1eaeaf138adb62a6afd339d9b947f04d The excellent James Hurley, enterprise editor of The Times quite reasonably raised the… Continue reading →
So, where are we with the markets – was it a bump or something more ominous? The evidence so far firmly points to the former, the bump. A nasty one but not unexpected. Here’s the quant team at SocGen from… Continue reading →
BP currently has an excellent analysis online focused on peak oil demand. IIt’sby Spencer Dale, Group chief economist at BP and Bassam Fattouh, Director of The Oxford Institute for Energy Studies and can be found for free at https://www.bp.com/en/global/corporate/energy-economics/spencer-dale-group-chief-economist/peak-oil-demand-and-long-run-oil-prices.html. Dale… Continue reading →
The greatest irony of the last few weeks market volatility has been that the sudden panic has happened just as evidence emerges that the global economy is fine form – and corporates are enjoying bumper profits which are in turn… Continue reading →
Many years ago, I remember having coffee with a wizened old investment academic who gravely intoned that “David, always watch the FX markets. Everyone focuses on stock indices and bond yields, but the trouble usually starts with FX rates”. His… Continue reading →
As I write this short blog (late on Monday 12th February 2018), the major US and UK markets are rebounding nicely after a week or so of mayhem. The obvious question is whether this is a proper rebound (proceeded by… Continue reading →
I’ve got four snippets from recent research today which echo some of my own observations about global financial markets at the moment. They argue for three relatively simple investment ideas: Long emerging markets but especially China. Be more cautious about India… Continue reading →
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