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Platform Portfolios For Professional Investors Only
Your browser does not support the video tag. Summary: Jeff Keen and John Bellamy review the performance of the portfolios over the last quarter and our outlook for investment markets
Deciphering the Message from the Bond Markets
This week’s report is a little shorter than usual due to both non work commitments and also a sense that our market views are slightly out of synch with what is actually happening. This occurs…
Week in review: The teeth of the storm
This week: hurricane destruction, economic disruption and dragon resurrection. This week was dominated by the tragic impact of Hurricanes Irma and Harvey. At least 14 people lost their lives as Irma hit a number of…
Where to go from here?
Over the past year the world has put on an impressive display of sang-froid in the face of some extraordinary political developments. Although the ultimate real world consequences of the Brexit vote and the Trump…
Infographic: Asian Growth is Double the Developed World
An infographic that explains why Asian growth exceeds the developed world.
Pulling the Trigger on the Bullish Dollar Trade
It was quite a busy week with plenty of news flow, but also some very interesting price moves which have our attention. We have discussed the US Dollar a few times in recent weeks, and…
Tracking the economy
Ben Kumar, Investment Manager, Seven Investment Management In finance ‘footsie’ means something other than tangle-toed flirting. The FTSE 100 is the first stock index encountered by newcomers to the world of finance. It is often…
Week in review: I’m not a quitter
This week, Theresa May sticks around, U.S. hurricane woes and FTSE dropouts. On a visit to Japan this week, UK Prime Minister Theresa May confirmed that she would be leading the Conservative Party into the…
Protected: Why aren’t markets more worried about North Korea? For Professional Investors Only
This piece is built upon Eric’s discussion about the complex nature of asset price determination at his own blog at philosophyofmoney.net earlier this week. Here is a chart of the South Korean and US stock markets so…
A summer of quiet contemplation For Professional Investors Only
The US Federal Reserve is unlikely to raise rates at its Federal Open Market Committee (FOMC) meeting on Tuesday. However, it will be interesting to see the FOMC’s view on why inflation figures in the…
Protected: AIMing for perfection For Professional Investors Only
By Matt Cable. The UK stockmarket as a whole has performed very well over the last twelve months, despite the obvious disruption from the Brexit vote last June. A glance at the various indices shows…
It’s About Time That Markets Made Their Mind Up
The last few weeks have been frustrating as our core trades have struggled to make any real progress. Equity markets remain stuck in quite a tight range, as have core bond yields. When price moves…
The mixed messages are concerning
Ben Kumar, Investment Manager, Seven Investment Management When we look at the financial markets, the mixed messages are concerning. By extrapolating today’s low interest rate environment almost indefinitely into the future, quality government bond markets…
Week in review: Total eclipse – of the charts?
This week: good news for the euro, bad news for UK corporate profits. Not quite an eclipse of the charts, as it turns out, but a strong week for the euro nonetheless: sterling fell to…
Where’s the clever money going? August 2017
July was a fairly quiet month in the markets, with most indices making some gains. The FTSE 100 has tracked broadly sideways during July and so far in August, wavering between 7300 and 7500. It…
The Asian Financial Crisis 20 years on
In the four years between 1993 and 1996 the tiger economies of Asia led the world in terms of gross domestic product (GDP) growth and stock market returns as foreign and local investors piled in…
Lowland: small and mid-caps for…income?
The UK dividend seeker’s dilemma: avoiding too much income concentration. The concept surrounds a fairly well-penned story in the press about how the vast majority of the UK’s dividends are paid by a small cadre…
Is it all doom and gloom for UK domestic cyclicals?
The UK is leaving the EU, economic growth is slowing, household disposable income is being squeezed and interest rates only have one way to go. The case for UK domestic cyclicals – those businesses whose…