Russia

/Tag:Russia

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 [...]

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 [...]

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 [...]