Time to buy HSBC Shares but don’t bank with them!
5 mins. to read
Bill Blain presents some ideas on how investment imperatives have to adapt as the underlying narrative changes.
Bill Blain
I am more and more convinced it’s time to buy UK Plc.
7 mins. to read
There is nothing we Brits like as much as talking ourselves down but has the negativity towards the UK’s prospects gone too far?
It’s been an “interesting” start to 2021… but bad stuff happens in markets
7 mins. to read
The lesson from the first week of the year is that we should drop any assumptions 2021 is going to get any easier
Beware US IPO madness
4 mins. to read
If you really want to worry about how euphoric markets are, think about the US IPO market. Toppy or what?
Bitcoin – Time to get real
5 mins. to read
After a stunning rise in recent months, Bill Blain says it’s time to “get real” about the long-term prospects for Bitcoin and other cryptocurrencies.
China Vs USA: Which economy would you bet on?
4 mins. to read
Is the global economy swinging decisively in China’s favour, or will it prove a longer term struggle? Bill Blain investigates…
Maybe it’s time to put some of the gains from tech stocks in the bank?
8 mins. to read
Bill Blain wonders whether it’s time to cash in some of those tech gains, in preparation for the next phase of the cycle.
Why inflation is set to make a comeback
1 mins. to read
It’s been a long, hot September, and global activity remains muted. The Fed has put tightening on Ice with the market now anticipating modest interest rate rises through next year, while the Bank of Japan is chucking the kitchen sink of extreme monetary policy at the problem of deflation. While markets struggled with a host…
It’s a Mad, Mad, Mad, Mad World
1 mins. to read
If you want to figure out what’s likely to happen in the next eight months, a good start is to try to understand what’s been happening over the last eight years – since the collapse of Lehman and the beginning of the Global Financial Crisis. Understanding what a portfolio should look like to cope with…
Portfolio Positioning for 2016
7 mins. to read
As seen in the January edition of Master Investor Magazine. “My global outlook for 2016 is for broadly steady but slow growth – the new normal – but a nervous and skittish market over-reacting to news flow. My biggest threat for this year is a positive upside economic surprise – stronger than expected US growth!…