Latest news.
A mixture of messages
20 April 2018As a youngster, our mum would occasionally treat us with a bag of “pick-n-mix” from the sweets counter at the old Woolworths. I say treat; we didn’t get to choose. I loved jelly babies, but the liquorice all-sorts were horrible....
Peaking, plateauing or dimming – and how about that war?
13 April 2018Considering the sheer volume of geopolitical war talk, it might seem surprising that stock markets ended the week up, not down. The reason for this is most likely that the probabilities for an actual trade war between the US and...
Could do better?
6 April 2018April and the second quarter of 2018 carried on exactly where March and Q1 had finished – volatile. The financial media made a big story out of the fact that markets had not opened the second quarter as poorly since 1929 - mostly...
End of a stormy quarter
29 March 2018Investors might think it appropriate that the first quarter of the year should end with a damp Easter bank holiday weekend (at least in the UK). After a pleasing last quarter of 2017, investors enjoyed what we refer to as a ‘melt-up’...
Now we know it’s risky!
23 March 2018Equity markets have taken a turn for the worse following the US’ probable imposition of “section 301” tariffs on China. Undoubtedly, events that increase uncertainty about the likely path of profits are bad news for any...
Back to Normal?
16 March 2018Over the course of last week it felt very much as though things were returning to normal after the short sharp shock in equity markets in early February. Stock markets in the US have returned to their previous long term trading...