Download our free quarterly magazine
Stay up to date on the latest finical advise to enable you to make the most from your money
Articles of interest
Brexit – It’s Not Whether We’re In Or Out That Will Cause Uncertainty:
Brexit – It’s Not Whether We’re In Or Out That Will Cause Uncertainty: PROFESSIONAL’S VIEW – MARCH 2016 We’d love a Pound (or a Euro for that matter) every time we heard or read the word “Brexit” in the next four months. Its’ coverage will be wider than Demis Roussos’s kaftan in the run- up to June 23rd and we don’t doubt that most people will be growing mighty weary of the in-out debate well before then. But we can’t
Negative Interest Rates – The Unintended Consequences:
Negative Interest Rates – The Unintended Consequences: PROFESSIONAL’S VIEW – MAY 2016 The whole idea of negative interest rates, as introduced by the Bank of Japan recently and mooted (if not actually quite reached) by the ECB, is one that our clients are struggling to understand. With many of us having lived through eras of double-digit mortgage rates it is a concept that belonged strictly in La-La Land. Indeed, even such influential figures as Mark Carney and Janet Yellen (Bank
It’s all About Brexit: At Least for Now
It’s all About Brexit: At Least for Now PROFESSIONAL’S VIEW – JULY 2016 They think it’s all over, well it is now. The referendum that is, and after four months of vigorous campaigning on both sides, it’s probably fair to say that the result came as a surprise to most people, and certainly to markets. A remain vote had been expected by currency traders, right up until just after 10pm on Thursday night with Sterling rising to 1.50 against the
After The Speculation – The Reality:
After The Speculation – The Reality: PROFESSIONAL’S VIEW – AUGUST 2016 It’s a few weeks since we awoke on the morning of Friday June 24th to the news that the UK electorate had voted to leave the EU. The numbing disbelief was akin to the moment we found out as kids that Father Christmas wasn’t real. What could this mean? In the same way that it meant that we did continue to get presents on Christmas Day, the world has
A Correction Is Coming:
A Correction Is Coming: PROFESSIONAL’S VIEW – SEPTEMBER 2016 A Correction Is Coming: These are not our words, but those of BCA Research who have issued a report with that title. After a tremendous rally in markets across the world since Brexit, and with US equities in particular being virtually priced for perfection, trading at average P/E ratios well above the post-1980s average, it will come as no surprise that a correction of sorts is on the cards. If words
We’re In An Ugly Contest:
We’re In An Ugly Contest: PROFESSIONAL’S VIEW – OCTOBER 2016 So the September correction that was forecast didn’t happen. The market equivalent of Hurricane Matthew has passed us by. Does this mean that we can pack our brollies away and enjoy a clear sky Autumn? We’re not convinced. The more that we analyse the markets, the harder it is to find anything that looks good value. Our favourite sectors remain cyber security and robotics from a long term thematic perspective,
