Like all of you, we continue to be shocked by Russia’s ongoing war on Ukraine and my thoughts are with those whose lives have been so grossly affected. Indeed, the international public response across Europe to assist those caught up in this conflict has been extremely heartening but much more …
The Investor’s Guide: What’s Happening In Markets. 28 Feb 2022
Russia’s invasion of Ukraine in the last week has consumed traditional media and social media. This is as it should be considering the nature of the events and the clearly terrible consequences that it is having on the Ukrainian people themselves. From the broader perspective these events effect the world …
Finding a Good Investment Guru
What makes a good financial prophet? Predicting investment returns is akin to make weather forecasts. While you might get a sense of what might happen over the next few days, further out is totally impossible and the real experience can be totally random on any given day.
Covid-19 and Financial Markets 12/11/20
The Divided States of America Leaving aside the fact that the US election has been topical for the last few months the reason why I often focus on all things American is due to the scale of its economy and its knock on impact on worldwide financial activity and, by …
The importance of diversification
We all know the phrase of “not putting all of your eggs in the one basket” but when it comes to investing especially if an investor has not experienced poor investment returns in a while (or possibly, even ever) this approach gets consigned to the category of applying to other …
The language of Investment marketing
From my experience, most investors are very trusting of whoever is advising them about where to place their money for a long term return. While a growing number of such investments are placed into international UCITs the majority of such monies are placed in the unit funds of either life …
Covid-19 and Financial Markets – 7/7/20
7,271 – 520,000 – 11,000,000 In my newsletter at the start of June I cautioned that as lockdowns were eased globally the following weeks would tell a lot in terms of ongoing infection figures. As the World enters its sixth month of Covid-19, the numbers above represent respectively the daily …
Covid-19: Financial Markets Update 2/6/20
“Should I Stay or Should I Go?” Some weeks ago we mentioned the dilemma that politicians worldwide faced on when and how to open up their economies. Those of you reading this update that are old enough to remember this song from The Clash in 1982 might also remember the …
What should you do with cash
Stock markets are now at all time highs. Who would have thought that we would be saying that after the Global Financial Crisis back in 2008. Surely equity markets are now toppy? Many investors who went to cash around then have been too frightened to come back into the market …
Covid-19 and Financial Markets 27/4/20
The virus persists Boris Johnston has returned to work this morning and on first glance appears to be a far slimmer version of himself from a few weeks ago, evidence, if it was ever needed, of the severity of the personal impact of Covid-19. As at the time of writing …