A Month On From That Vote!

It would be fair to say that it has been an interesting time since the EU vote, both politically and from an investment perspective. The extent of the rally in UK equities has been surprising given the mantra, “markets hate uncertainty.” Logically equities should have fallen as there has been uncertainty by the bucket load. However the attractive investment opportunities …

Initial Thoughts on the Vote to Leave the UK

  The result of the EU referendum was a huge surprise to me but the initial market reaction certainly was not. Sterling has fallen especially against the dollar whilst the FTSE 100 stock market initially plunged 8.5% but has reversed some of these losses. As I write at 10.06 a.m. the index is down 5.19%. As investors we know markets …

Market Rumbles & Negative Yields on Bonds

Equity markets have been on the slide recently but this afternoon the FTSE 100 closed up 43 points. However the index is still below the psychologically significant 6,000 level. Naturally fears of a vote for the UK to leave the EU is clearly weighing on investors as is negative economic data and concerns about rising US interest rates. The flip …

BREXIT – Good or Bad for Investors?

I guess you have been following with interest the debate on the upcoming vote on BREXIT. Some people could be forgiven for thinking that BREXIT will either mean economic collapse for the UK followed by a plague of locusts or a country flowing with milk and honey and an economic boom. However we know the truth lies somewhere in between …