brexit

/Tag:brexit

The Politics Game: Tough Theresa vs Mad Dog vs French Farce

Just as the world of politics around the world appears to have lost the plot, up pops Theresa May and says “politics is not a game”. Before the parochial UK media loses sight of the [...]

Inheritance Tax – 5 things you need to know about the new residence nil-rate band

The new residence nil-rate band comes into force tomorrow and yet, according to research from Old Mutual Wealth (published in Professional Adviser magazine) the great majority of people know nothing about it.  The research, which [...]

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. [...]

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 [...]

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 [...]