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Blighty versus Italy

In March our headline was “Trump, Italy, and Putin raise temperature”. Plus ça change. Donald Trump raises most people’s temperature most days. In recent 6 monthly client reports we highlighted the growing risk of cyber [...]

June 1st, 2018|Categories: Market Commentary|Tags: , , , , , , , |2 Comments

Trump, Italy & Putin raise temperature – and don’t forget your ISA!

In our commentary at the end of January (Opportunity Knocks or Apocalypse Postponed?) we set out a blueprint for markets in the 12-24 months ahead. The ink was barely dry when the markets had their first wobble [...]

March 15th, 2018|Categories: Market Commentary|Tags: , , , , , , , |Comments Off on Trump, Italy & Putin raise temperature – and don’t forget your ISA!

Opportunity Knocks or Apocalypse Postponed? Probably both

The December blog was a tad gloomy, “Investing in The Age Of Radical Uncertainty”. To cheer you up before the close of January here is a blueprint for the (still to come) craziest bull market [...]

January 29th, 2018|Categories: Market Commentary|Tags: , , , , , , , , , |Comments Off on Opportunity Knocks or Apocalypse Postponed? Probably both

Investing in the Age of Radical Uncertainty

In so many ways we appear to be living through history. It is the impact on the markets which concerns us, where behaviour in many markets is measurably and visibly extreme, from the US stock [...]

A Serious Story With Some Bizarre Players

Today is the 30th anniversary of The Great Storm in 1987 – the famous one that the BBC weatherman (Michael Fish) denied would happen. Sadly there were 13 deaths in the south east of England. [...]

October 16th, 2017|Categories: Market Commentary|Tags: , , , , , |Comments Off on A Serious Story With Some Bizarre Players

1987 Great Crash – 30th Anniversary

PART 1: The years before 1987 The 1980s was a time of recovery, for markets in particular and capitalism generally. In contrast, the 1970s for the UK had been a time of huge turbulence, politically, [...]

September 15th, 2017|Categories: Market Commentary|Tags: , , , , , , |3 Comments

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