Filipe R Costa

Trump v Clinton: What does it mean for your portfolio?

In a decision that promises huge ramifications for investors, on 8 November the US electorate will cast ballot votes to…

Twitter shares are beginning to look attractive

Twitter may be worth a lot more than many believe. While Facebook, Instagram, Pinterest and SnapChat delight investors with their…

Theresa May’s plan is the right one – The UK must seize the day

The IMF has just accepted it was wrong about the post-Brexit Armageddon predictions. After all, since the Brexit-vote the FTSE…

Is OPEC’s deal credible and sustainable?

As readers are no doubt aware, OPEC recently agreed a production cut from its August output of 33.2 mb/d (million…

Central banks: Another fine mess you’ve gotten us into

The world of central banking continues to delight. This particular niche has delivered the greatest advances in economic knowledge, outputting…

Volatile markets can make you money

With volatility at its lowest in two years during August, it may be the right time for investors to make…

Time to Sell the European Yield Madness

At a time when investors need to pay European corporations for the privilege of lending them money, the degree of…

The FED loses momentum again with ‘dusty’ jobs report

After a quiet August, we are back to business as usual, which is 90% about following central banks and 10%…

The End of Austerity?

“Monetary policy has done as much as it really can and it needs to be complemented by fiscal policy and…

Can factor investing deliver alpha?

One recent addiction to the already huge portfolio of investment possibilities is factor investing, which aims at revolutionising the way…