Category: Investment Outlook
Brexit clamour vs. real market new
27 September 2018The UK’s establishment had pinned high hopes on a Brexit break through at the EU’s Salzburg (non-Brexit specific) summit. The rest of the EU had different agenda priorities and so disappointment was inevitable. Judging by...
Financial Crisis – 10 years on
14 September 2018It was 10 years ago this week that US investment bank Lehman Brothers, was allowed to default. This event marked the beginning of the ultimate escalation from a severe credit crunch to a full blown global financial sector meltdown....
Interesting times ahead
7 September 2018It has been one of those weeks, where so much news comes across our desks that I do not quite know where to start and where to finish, but we can be sure not to get bored in the near term. After all the Brexit drama of the...
“Not the end of the world”
31 August 2018But not a walk in the park either. (Theresa May, Tue 28 August 2018) That’s how the Prime Minister described the prospect of a ‘no-deal’ Brexit. After a summer of dithering, does this mean the UK’s government is...
Steady markets vs. noisy politics
24 August 2018Following last week’s upheaval over Turkey’s currency nosedive, this week proved remarkably calm in markets. There was a broad recovery and the US’ S&P 500 stock market index even hit an all-time high on Friday, which...
Political strongman tactics come home to roost
17 August 2018This week continued in decidedly risk-off mood in global stock markets, as concerns spread that Turkey’s currency tail spin could spread to all emerging markets and cause considerable damage to the Eurozone’s banking sector...
Summer heat wave makes way for return of political heeadlines
10 August 2018Having returned from my annual summer holiday that took me across the heat-parched landscapes of western Europe, it feels like I have been cheated for the summer lull. As last month’s asset class returns table above shows, July...
A gentle deceleration?
3 August 2018The week has been good US tech giants, not great for Chinese and Hong Kong stocks, and choppy for UK and European companies. Donald Trump upped the ante in the trade war with China; China responded in a measured way that could...
Hot air for a hot summer?
27 July 2018The summer holidays are underway and the silly season (that period where newspaper editors are away and the interns and apprentices are in charge but only allowed to write about pets and the weather) begins next week. This summer...
Earnings are growing, why worry?
20 July 2018Companies across the developed world are reporting their earnings for the second quarter, and forecasts for the rest of the year and, so far, many are backing up Chris’s observations. As of yesterday, JP Morgan reported: Consensus...