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Our Blogs

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

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 [...]

June 24th, 2016|Categories: Generating Growth, Market Commentary|Tags: , , |Comments Off on FTSE at 5000?

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 [...]

June 24th, 2016|Categories: Market Commentary|Tags: , , , , , , |Comments Off on Opportunities on Brexit

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, [...]

June 9th, 2016|Categories: Market Commentary|Tags: , , , , |3 Comments