Articles of interest
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,