Is now the time to buy European equities?
The ECB has kept its key rates and asset purchasing programme unchanged while Mario Draghi promised investors there’s more to…
8 years ago
Economics & Markets
Inequality: Causes and Solutions
The latest data published by Oxfam show a worrying increase in income inequality during just the last few years. Many…
8 years ago
Art Deco Economics
The Chancellor talked of a new, unwelcome economic cocktail the other week. His message was to warn us that the…
8 years ago
Portfolio Positioning for 2016
As seen in the January edition of Master Investor Magazine. “My global outlook for 2016 is for broadly steady but…
8 years ago
2016: The Year of Living Dangerously
As seen in the January edition of Master Investor Magazine. 2016, The Year of the Monkey, will be a capricious,…
8 years ago
Ground Control to Major Doom
Master Investor was given permission to re-publish this missive from Alan Steel of Alan Steel Asset Management. Alan will be…
8 years ago
As goes January, so goes the rest of the year…
There are many sayings in the financial markets regarding calendar effects. Some say “sell in May and go away”; others…
8 years ago
Inscrutability behind the Great Wall of China
One should always listen to stock markets; they can tell you things. But in the case of Chinese stock markets…
8 years ago
Memo to Mr Osborne: State Spending Is Still out of Control
I’m still at a loss to explain why in a healthy economy our GDP could be growing at between 2…
8 years ago
Danmarks Nationalbank tightens policy… really?
Last week, The Danmarks Nationalbank increased its deposit rate by 10 basis points in a move towards policy normalisation, particularly…
8 years ago