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
Filipe R Costa
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…
2 years ago
Commodities are the best hedge this year
A mix of conditions, including disruption created by the pandemic, years of monetary easing and the Russian invasion have all…
2 years ago
Investing during inflation and war
Only two months into the year, we also have a war in Europe, commodities at skyrocketing prices, supply-chain disruptions and…
2 years ago
Building a portfolio of quality dividend-paying stocks
With bonds offering almost nothing and threatened by inflation, Filipe R Costa believes that dividend-paying stocks may be a good…
2 years ago
Rotating to non-discretionary stocks
With the Omicron variant less harmful than its predecessors and life returning to normal, the focus is now on what's…
2 years ago
A bet against oil prices
Even though the fundamentals are currently favourable, Filipe R Costa believes the demand side of the market may not support…
2 years ago
Global monetary tightening may help European stocks
This year will be all about the outlook for rates instead, as central banks around the world move together into…
2 years ago