Latest

Read more
Master Investor announces 2019 show date   

Master Investor announces 2019 show date  

By Master Investor

1 mins. to read

Master Investor Show – the UK’s largest annual conference for private investors – has confirmed Saturday 6 April as the date of their 2019 flagship event. The event, which brings together thousands of visitors with public and private companies of varying sizes, will once again be hosted at London’s Business Design Centre. This year’s Master…

Falling inflation means these 2 retailers may be mispriced

Falling inflation means these 2 retailers may be mispriced

By Robert Stephens, CFA

2 mins. to read

In recent months, the rate of inflation has been on a downward trend. This is highly significant because it means that wage growth is now ahead of inflation for the first time in over a year. As a result, consumer disposable incomes are now growing in real terms, and this could help to lift consumer…

Evil Knievel

Evil Diaries

Read more
Sir Martin’s departure is a disaster for WPP
360b / Shutterstock.com

Sir Martin’s departure is a disaster for WPP

By Evil Knievil

1 mins. to read

The sensible way to effect CEO change at WPP (LON:WPP)is for the new man to work alongside Sir Martin Sorrell for several months since Sir Martin has developed this very extensive machine at a very personal level. It’s the only chance of intimate control being passed on. However, it seems that Sir Martin is now…

Good luck – you’ll need it

Good luck – you’ll need it

By Evil Knievil

0 mins. to read

Readers who are patient and at a loose end are steered in the direction of Anibale Fly at 11/1 to win the Grand National (5.15 Aintree tomorrow). It should like the going and the new (for Anibale Fly) extended distance. Further, Barry Geraghty could hardly be surpassed as jockey. I took 12/1 on Tuesday but…

Equities

Read more
Falling inflation means these 2 retailers may be mispriced

Falling inflation means these 2 retailers may be mispriced

By Robert Stephens, CFA

2 mins. to read

In recent months, the rate of inflation has been on a downward trend. This is highly significant because it means that wage growth is now ahead of inflation for the first time in over a year. As a result, consumer disposable incomes are now growing in real terms, and this could help to lift consumer…

Rising risks could make these 2 gold miners more appealing

Rising risks could make these 2 gold miners more appealing

By Robert Stephens, CFA

2 mins. to read

The performance of global stock markets thus far in 2018 can best be described as ‘volatile’. The S&P 500, FTSE 100 and various other major indices have seen their price levels experience a rollercoaster ride in recent months. There are a number of reasons for this. Tensions in Syria have increased in recent days, while…

Trading

Read more
Where next for stock markets?

Where next for stock markets?

By David Jones

7 mins. to read

Given what we have seen in stock markets in recent weeks, it was easy to pick the topic for this month’s charting article. Volatility has jumped, world markets fell heavily – is it the beginning of the end of the long trend upwards for shares? A recent history lesson Let’s go back to where this…

Is the euro set to dominate the pound?

Is the euro set to dominate the pound?

By David Jones

5 mins. to read

Given the fact that you can barely watch the news today without the “B” word rearing its head, I thought it could be timely to take a look at the fortunes of the pound versus its nearest currency neighbour, the euro. The market convention is actually to quote this the other way around to what…

Economics & Markets

Read more
Mellon on the Markets

Mellon on the Markets

By Jim Mellon

5 mins. to read

Normal service was somewhat delayed by the exigencies of the road trip I have been on for two weeks to Asia and Australia. My colleague Anthony Chow and I have been doing the crossover (i.e. pre-IPO) institutional/UHNW (ultra-high net worth) round for Juvenescence Ltd and the result has been that by the time I get…

The Great Australian Soap Opera

The Great Australian Soap Opera

By Victor Hill

13 mins. to read

Australian politics has much in common with the country’s most famous TV soap. But the real issue right now is whether Australia can sustain its remarkable prosperity in a more uncertain world. Everybody needs good neighbours: Mr Turnbull under pressure On 09 April The Australianproclaimed that Malcolm Turnbull, the Australian Prime Minister, had “lost” the…

Commodities

Read more
Rising risks could make these 2 gold miners more appealing

Rising risks could make these 2 gold miners more appealing

By Robert Stephens, CFA

2 mins. to read

The performance of global stock markets thus far in 2018 can best be described as ‘volatile’. The S&P 500, FTSE 100 and various other major indices have seen their price levels experience a rollercoaster ride in recent months. There are a number of reasons for this. Tensions in Syria have increased in recent days, while…

Strong year for global mining investment trust

Strong year for global mining investment trust

By Nick Sudbury

2 mins. to read

It has been a strong year for BlackRock World Mining (LON:BRWM) with a NAV return of 24% in 2017. The performance has been driven by the pick-up in global economic growth, and sentiment towards the fund is finally starting to improve after a significant write-down in 2013 dented investor confidence. If the economic recovery continues…

Funds & Investment Trusts

Read more
Would you trust Putin with your money?
ID1974 / Shutterstock.com

Would you trust Putin with your money?

By Nick Sudbury

3 mins. to read

The dreadful nerve agent attack on the former Russian spy Sergei Skripal and his daughter Yulia in Salisbury on March 4thwas a shocking example of how far president Putin is willing to go to satisfy old scores. His subsequent unwillingness to stop the Syrian government’s use of chemical weapons virtually guaranteed a military response. Missile…

Three overseas funds to diversify your income

Three overseas funds to diversify your income

By Nick Sudbury

2 mins. to read

Investors who want to generate a rising level of income will normally allocate a significant part of their portfolio to funds operating in the UK Equity Income sector. These have delivered strong historic returns, but in many cases the underlying dividends are looking increasingly stretched. Recent research by Kepler Trust Intelligence found that just under…

Brexit

Read more
Brexit: We are all Ultras now…

Brexit: We are all Ultras now…

By Victor Hill

13 mins. to read

The Brexit negotiations have entered a critical phase. Decisions made by both sides in the next three months will have long-term consequences. In a state of conflict, all sides become extreme. A modern English Civil War The classic schoolboy pseudo-history 1066 And All That asserted that, during the English Civil War, the Cavaliers were “Wrong…

The Customs Union or a Customs Union? Or just confusion?
Sergsta / Shutterstock.com

The Customs Union or a Customs Union? Or just confusion?

By Victor Hill

12 mins. to read

The British political class is riven with dissent over what type of Brexit is most desirable. This is because, after two years of Brexit argy bargy, few Brits really understand the issues – and least of all in the Labour Party. A discourteous proposition Last week Monsieur Barnier, the EU Chief Negotiator, threw a document…