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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 [...]

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 [...]

August 4th, 2016|Categories: Market Commentary|Tags: , , , , , , , |1 Comment

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 [...]

August 4th, 2016|Categories: Market Commentary|Tags: , , , , , , , , , |3 Comments

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 [...]

July 6th, 2016|Categories: Market Commentary|Tags: , , |1 Comment

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 [...]

June 24th, 2016|Categories: Market Commentary|Tags: , , , , |Comments Off on Brexit: Investment implications of Democratic Hooliganism

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