Deal frenzy!

Deal frenzy!

Our passion and principals are constantly in a frenzy, but begin to shift and waver, as we return to reason’ – Laurence Sterne Most investors like deals because a takeover or merger as well as a spin-off or a disposal suggests a level of dynamism from a...
That time of the quarter again

That time of the quarter again

“Those who think, Present” ― Aayush Jain It is that time of the quarter again for two reasons. The first is that the flood of corporate earnings results – from all around the world – has started and that means the next month or so is going to be very busy....
Who wants to be invested forever?

Who wants to be invested forever?

‘No winter lasts forever; no spring skips its turn’ – Hal Borland For many it was the warmest day of the year last Saturday and finally it appears the rather lengthy bout of cold weather may be at a close. With the weather – as with investments – the...
Markets: having to think for themselves

Markets: having to think for themselves

After nine glorious years US equity markets may have fallen off the escalator. It may be temporary and is probably quite healthy but other stock markets have followed suit. The trouble started at the end of January just when it looked like more gains as usual. Most...
US-China Trade: the jousting begins

US-China Trade: the jousting begins

There is no doubt that a full-scale Trade War would be bad news for everyone. What is not clear, however, is whether the first joust à plaisance will make Messrs Trump and Xi get off their high horses and negotiate or fight à outrance. The US opening atteint is to cut...