Cheap FTSE Stocks For 2023
With global markets declining and most defensive stocks overvalued, it's hard to find cheap stocks inside the Consumer Staples, Utilities…
2 years ago
Filipe R Costa
Are we past the market bottom and inflation top?
Historical data points toward increasing odds of recession amid growing inflation numbers, and the current profit projections for 2023 are…
2 years ago
Is There A Night Effect For Stocks?
One of the most puzzling observations reported by academics is that the equity premium comes mostly from overnight returns.
2 years ago
Price/Earnings Ratios Point to an Undervalued Europe
A mix of high-flying and persistent inflation, rising interest rates and increased odds for a global recession has turned markets…
2 years ago
Stay With Broad ETFs
The value of assets of exchange-traded funds worldwide has grown markedly over the last 20 years, from $200m to more…
2 years ago
European Central Bank Fails on its Verbal Commitments
One of the most important monetary-policy tools is communication. Managing expectations is a skill that was once widely used by…
2 years ago
DIY − Building a Portfolio of ‘Cash Cows’
After two decades of underperformance, we are seeing the return of value as an investment strategy. Buying conservatively valued companies…
2 years ago
Beware… but Follow the Money
It's been a pretty bad start for the year on the markets. Filipe R Costa asks whether this is a…
2 years ago
A Real Recovery or a ‘Dead-Cat Bounce’?
This week the S&P 500 closed on a positive note and put an end to a multi-week losing streak that…
2 years ago
Quality Shares for a Bumpy Market
Financial markets are on a roller coaster this year. On the one hand, we have very unfavourable macro and geopolitical…
3 years ago