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 [...]
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 [...]
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 [...]
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. [...]
“The problems of victory are more agreeable than those of defeat, but they are no less difficult” (Winston Churchill) A large number of voters want change, and that is the Trump mandate – change. That [...]
The “Brexit effect” has continued across the Atlantic. In the US, the alienated have again triumphed over the uninspired and the self-interested. It is important that UK investors understand the implications: The Trump mandate is [...]
It's not an easy time to make money in mainstream stock markets. Yet the returns from frontier emerging markets have been positive over the last 6 months, in contrast to the UK stock market. Are [...]
In a break from tradition (i.e. an investment theme) here is a personal note from Brian Dennehy on his travels, as requested by one client – though we’re still not sure if that is because [...]
From Emperor Trump to Lewisham East via Qingdao
It has been a fascinating week across a range of largely political rather than investment issues. But the political back-drop continues to cast a big light on the investment outlook. Here’s a ramble around the [...]