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...
New activist shareholder agitates Barclays

New activist shareholder agitates Barclays

Barclays (BARC) has had a rough few years with fines, CEO mistakes and a slashed dividend payment. Today the share trades below book value which is the stock markets way of saying that the trust quotient is low. However, matters may be changing. Barclays continues to...
Panic? (part 2)

Panic? (part 2)

‘In my mind, it’s always easier to do a sequel than an original’ – Steven Van Zandt We are not even at the end of the first quarter of the year and global financial markets have racked up two bouts of significant volatility. Back in late January / early...
Should the UK stock market be so disliked?

Should the UK stock market be so disliked?

‘In investing, what is comfortable is rarely profitable’ – Robert Arnott A regular survey of the views of global investors managing collectively many hundreds of billions of Pound’s worth of assets has regularly shown over recent months that the most disliked...