Market Commentary

/Market Commentary

What is helicopter money? (Part I)

Helicopter money is coming.  This is a very significant change which will have a huge impact for years to come.  Here we explain what it is.  For those in the UK over age 40 it [...]

Of Russia, Versailles, and cheap UK equities

Whether your investment choices make any money, and how much, will be driven by a mix of valuation and confidence.   Russian equities are an extreme example.  They are ridiculously cheap, at a 50% discount [...]

Property Funds Update: Panic, Herding, and Opportunity

“Property funds in turmoil” screams the Guardian headline today.  This is nonsense.  Here is some perspective. First some high level observations. After the Brexit vote stock markets fell sharply but quickly regained their poise.  The [...]

Brexit: Investment implications of Democratic Hooliganism

A summary of the investment implications, with an emphasis on the opportunities, is set out below. A quick recap... In January 2011 (TopFunds Guide) I said: “There is a race, with the bureaucrats and politicians [...]

FTSE at 5000?

With the possibility of Brexit rising, it is a good time to review where the UK market might head next, so we aren’t too scared and can prepare to pick up bargains. I invariably start [...]

Opportunities on Brexit

With Brexit using up most of investors' brain power it's worth taking a moment to pause and remember that Brexit isn't the only game in town. There are other clouds on the horizon. What they [...]

Trigger’s Tip: Between the cliff and the fog, you must decide

When your children leave school nearly all of them suffer the difficult burden of believing that there is right and there is wrong, and that’s it. All is black and white. Life then teaches you, [...]

Is the EU falling apart? With or without Brexit?

As I speak to many people about the upcoming referendum I am constantly surprised that few have much knowledge of the unsettling political trends across the EU. Most have a sense that it got ugly [...]

Brexit Trade Facts: Hot Air And The Mole Hill

Is trade THE killer issue? Claim and counter claim has certainly sown confusion,which is a great pity. We wanted to explore the facts and were surprised by the real numbers and the facts about the [...]

Of Brexit and icebergs

We can’t avoid the Brexit referendum, as it is dominating both the front pages and business pages. This is a personal view. Anyone who tells you that they know what will happen in the UK [...]