/Our Blogs

Our Blogs

Parallels with 1987?

Last month we covered US over-valuation, and events since demand more comment. On many previous occasions we have highlighted something called CAPE (cyclically adjusted price earnings ratio) as an indicator of stock market value. In [...]

Market complacency

For years there was a leadership vacuum in the West, exemplified by the unwillingness of politicians to address the problems laid bare in 2008, and the passing of the policy baton to unelected central bankers. [...]

February 1st, 2017|Categories: Market Commentary|Tags: , , , , , , , |2 Comments

Trump – calmer reflection, and opportunities

“The problems of victory are more agreeable than those of defeat, but they are no less difficult” (Winston Churchill) A large number of voters want change, and that is the Trump mandate – change. That [...]

November 25th, 2016|Categories: Market Commentary|Tags: , , , |1 Comment

Trump slump or boom? UK investor implications

The “Brexit effect” has continued across the Atlantic.  In the US, the alienated have again triumphed over the uninspired and the self-interested. It is important that UK investors understand the implications: The Trump mandate is [...]

November 9th, 2016|Categories: Market Commentary|Tags: , , , |Comments Off on Trump slump or boom? UK investor implications

UK stock market – both swirling risks and opportunities

We probably spend more time reviewing the UK stock market than any other because it is the largest holding for most clients, and the UK economy drives their employment and broader financial prospects.  Here is [...]

October 27th, 2016|Categories: Market Commentary|Tags: , , , , , , , , , , , , |1 Comment

What is helicopter money? (Part II)

In the last few days Japan has announced a $45bn package of what is effectively “helicopter money”. In coming months we hope (pray!?) for similar in the UK. Here’s how it might work. Emergency action [...]

Recent Comments

Archives