We often find ourselves in countries that are either at an early stage of development, battling with multiple economic challenges, or, in the case of Argentina, instilled with potential but trying to emerge from political and economic doldrums.
Whilst the FTSE 100 and the Dow Jones have been making new all time highs, the European bourses have been languishing.
We often find ourselves in countries that are either at an early stage of development, battling with multiple economic challenges, or, in the case of Argentina, instilled with potential but trying to emerge from political and economic doldrums.
The value versus growth debate rages on, but the lines are blurred and investors must deal with this ambiguity head on says T Bailey Asset Management’s Peter Askew.
Rather than worry at a time of political change, I recently took a few days away from the screens to visit Israel for the first time, meeting innovative companies and soaking up the atmosphere.
The world has changed since 8 November. Who knows how Mr Trump’s presidency will unfold but, as investors, we’d emphasise one important development already underway – the electrotherapeutic shocking of the investment community out of a stale and pessimistic collective mindset that has dominated during the past few years, but which we believe has made…
Bamboozling bond markets, battles over valuations and questions about the real impact of politics on markets, the next 12 months are gearing up to be one hell of a ride
James Mahon, CEO of Church House Investment Management, asks whether the risk metrics the investment industry relies on are robust enough.
Back in August, the title of this monthly column was ‘The Only Way is Up’. For once I was right. While the political elite are falling from grace markets have continued their relentless march upwards this year.
Short duration or long duration? That is the question. And the answer, for past few years, has been ‘long’. It’s worked a treat for some. Could things be about to change or is the raging 30-year plus bull market going to go on for longer?
Theresa May’s visit to India is her first trade mission as Prime Minister and an important one for the UK as it looks beyond Europe.
Environmental, social and governance investing may be a burgeoning global business but do investors really know how green their investments are?
