europe

/Tag:europe

March of the Robots

The loss of jobs to robots in the years just ahead is an unsettling development for many. Yet the newly elected President of France, Emmanuel Macron, says he is going to modernise France in the [...]

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 [...]

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 [...]

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 [...]

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 [...]

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, [...]