Whether your investment choices make any money, and how much, will be driven by a mix of valuation and confidence. Russian equities are an extreme example. They are ridiculously…
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“Property funds in turmoil” screams the Guardian headline today. This is nonsense. Here is some perspective. First some high level observations. After the Brexit vote stock markets fell sharply but…
A summary of the investment implications, with an emphasis on the opportunities, is set out below. A quick recap… In January 2011 (TopFunds Guide) I said: “There is a race,…
With the possibility of Brexit rising, it is a good time to review where the UK market might head next, so we aren’t too scared and can prepare to pick…
With Brexit using up most of investors’ brain power it’s worth taking a moment to pause and remember that Brexit isn’t the only game in town. There are other clouds…
When your children leave school nearly all of them suffer the difficult burden of believing that there is right and there is wrong, and that’s it. All is black and…
As I speak to many people about the upcoming referendum I am constantly surprised that few have much knowledge of the unsettling political trends across the EU. Most have a…
Is trade THE killer issue? Claim and counter claim has certainly sown confusion,which is a great pity. We wanted to explore the facts and were surprised by the real numbers…
We can’t avoid the Brexit referendum, as it is dominating both the front pages and business pages. This is a personal view. Anyone who tells you that they know what…
People are angry. This is what polls tell us throughout the developed world. This dissension has allowed Trump and Saunders to emerge in the US; a raft of more extreme…
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