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Preparing for a change of government

The odds of a General Election in the next year are now about evens (11/10 with Corals). The odds of Jeremy Corbyn being the next Prime Minister are 9/4. Whatever your political persuasion it is a good [...]

Europe – basket case or overlooked opportunity?

The European elections are just ahead. Whether or not the U.K. is involved, it is a great time to review what is going on, and whether or not there is an investment opportunity. Do European [...]

India: The democratic giant goes to the polls

The greatest exercise in global democracy has just started. It is the Indian general election, as 900 million people have the opportunity to decide the next steps for the fastest growing major economy in the [...]

Market update: China, Trump, and Cyber Conflict

Surprisingly for us, one of the most popular blogs last year was the one which had a heavy emphasis on the risk of cyber war. The issue of cyber security has moved more into the [...]

2018 – “Peak Year”

It has been a crazy year, but certainly not catastrophic. Reflecting on 2018 I couldn’t move beyond the idea of “peaks”.  It’s always dangerous to call even one peak – the scope for egg on [...]

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 [...]

Market comment PLUS TopFunds Guide out now

Stock market investors have had a lot a volatility to deal with already this year, which we explore here.  But there are still opportunities (which we consider in the latest TopFunds Guide, 28th edition, due [...]

Market comment August 2014

Last month there was a media fanfare when UK GDP exceeded its peak in 2007. Does it matter? And what's going on in the rest of the world? PS if you haven't had your copy [...]

Market Commentary: PLUS TopFunds Guide available now

The latest TopFunds Guide is available now. Do email back for your copy.  Below we cover the growing conflict over the market outlook, "Battle For Supremacy: Puritans vs Cavaliers" Even if you didn’t study the English [...]

Market commentary: January 2014

SUMMARY Headline writers are getting into a tizzy. Markets have tumbled in recent days and it is all the fault of China, Turkey or some other emerging market. But the real problems are closer to [...]