Latest

Read more
Brazilian stocks to shine in 2018?

Brazilian stocks to shine in 2018?

By Adam Patterson

6 mins. to read

In 2017 global emerging markets stocks and currencies posted their best return since 2009. And even after this robust performance emerging markets continue to offer attractive investment opportunities as economic growth outpaces the developed world in 2018 (4.9% vs 3.3% forecast growth this year (Shroders)), current account deficits improve, political volatility moderates and structural reforms…

A bid on the way at William Hill?

A bid on the way at William Hill?

By Evil Knievil

2 mins. to read

Until last weekend I summarised to myself that Barnier and Juncker’s line was that since we declined to be governed by them we’d have to pay them some money. But at the weekend Theresa May mentioned that it would be important for British expertise in resisting Islamist terrorism to be recognised (i.e. easing back on…

Evil Knievel

Evil Diaries

Read more
A bid on the way at William Hill?

A bid on the way at William Hill?

By Evil Knievil

2 mins. to read

Until last weekend I summarised to myself that Barnier and Juncker’s line was that since we declined to be governed by them we’d have to pay them some money. But at the weekend Theresa May mentioned that it would be important for British expertise in resisting Islamist terrorism to be recognised (i.e. easing back on…

Aberdeen Anguish
Julietphotography / Shutterstock.com

Aberdeen Anguish

By Evil Knievil

1 mins. to read

A day in the life of a fund manager: the chairman emailed early yesterday with the pithy advice that something had gone on at Aberdeen. Since he is a card-carrying, kilt-swirling Scot, I presumed that in that northern city they had run out of IrnBru. I let the matter slip.   But when the butler…

Equities

Read more
Brazilian stocks to shine in 2018?

Brazilian stocks to shine in 2018?

By Adam Patterson

6 mins. to read

In 2017 global emerging markets stocks and currencies posted their best return since 2009. And even after this robust performance emerging markets continue to offer attractive investment opportunities as economic growth outpaces the developed world in 2018 (4.9% vs 3.3% forecast growth this year (Shroders)), current account deficits improve, political volatility moderates and structural reforms…

2 turnaround stocks trading on low valuations

2 turnaround stocks trading on low valuations

By Robert Stephens, CFA

2 mins. to read

It may sound strange to talk about housebuilders such as Barratt (LON:BDEV) and Bellway (LON:BWY) as turnaround opportunities. After all, the two stocks are up 136% and 163% respectively in the last five years. However, in the last month their shares are 11%+ lower after the government announced potential plans to crack down on land…

Trading

Read more
How to know when to sell

How to know when to sell

By David Jones

7 mins. to read

The novice investor or trader often obsesses about where to get into a trade or investment and may spend much time trying to refine this process. Indeed there is a whole industry around  the perfect entry signal; buy now or miss out on massive gains, XYZ share cannot go any lower… Of course, we all…

How to trade breakouts: buying into strength

How to trade breakouts: buying into strength

By David Jones

7 mins. to read

Last month saw some interesting statistics concerning the US stock market. Unless you have been living in a cave in recent years, you will be aware that the major US indices have continually pushed to fresh all-time highs. The latest leg higher within that multiyear trend started after the US election last year – markets…

Economics & Markets

Read more
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…

African Dawn: Why African markets will rally in 2018

African Dawn: Why African markets will rally in 2018

By Victor Hill

23 mins. to read

Imagine a continent which leads the world in mobile telephony banking and in fourth generation (satellite) internet access. This is a continent which has achieved remarkable advances in health outcomes as evidenced by levels of infant mortality and life expectancy, and in education over the last two decades. And which is now enjoying supercharged growth.…

Commodities

Read more
2 resources shares to help beat inflation

2 resources shares to help beat inflation

By Robert Stephens, CFA

2 mins. to read

This week has been dominated by falls in share prices across the globe caused by raised inflation expectations. It would be unsurprising for there to be more volatility as investors continue to adjust their forecasts for inflation. With Donald Trump’s tax and spending policies yet to have their full impact, coming to terms with higher…

Why I’d rather buy these 2 gold miners than bitcoin

Why I’d rather buy these 2 gold miners than bitcoin

By Robert Stephens, CFA

2 mins. to read

The rise of bitcoin this year has taken all but its most ardent supporters by surprise. The virtual currency has risen by as much as 17x since the start of the year, with it passing $17,000 for the first time this week. While it could move higher in the short term, ultimately it appears to…

Funds & Investment Trusts

Read more
Breaking up is hard to do – what to do when your fund manager leaves you

Breaking up is hard to do – what to do when your fund manager leaves you

By Nick Sudbury

2 mins. to read

One of the attractions of investment trusts is that in many cases the fund manager stays in place for years and this continuity increases the likelihood of consistent performance. Recently however, there have been a number of high profile departures that have forced investors to decide whether to stay put or move their money elsewhere.…

Market sell-off creates both risk and opportunity

Market sell-off creates both risk and opportunity

By Nick Sudbury

3 mins. to read

At times of extreme market stress, investment trusts tend to behave more like equities than funds, with the prevailing sense of nervousness driving their prices well beyond their underlying net asset values. This discount volatility creates both an extra source of risk as well as a potential opportunity. Whenever the market experiences a sharp sell-off…

Brexit

Read more
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…

Trump, Trade, Tariffs and Theresa
a katz / Shutterstock.com; Frederic Legrand - COMEO / Shutterstock.com

Trump, Trade, Tariffs and Theresa

By Victor Hill

11 mins. to read

As a hard or crash Brexit edges closer, it now seems there is no binary option between the EU Customs Union and WTO rules. The Americans are not making things any easier for the UK. Why would they? The truth behind the Bombardier dispute revealed In 2007 the Canadian aerospace company Bombardier (TSE:BBD.A) announced plans…