Japan – Land of the Rising Sun or False Dawn?

In the last six months or so I have generally not been recommending my clients buy equities, instead sell them. My advice has been to take profits and reduce risk in an expectation of a stock market sell off, euphemistically called a “correction.” This is investment speak suggesting a collapse in equity prices is actually a good thing. In some …

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 …

A View of the Global Economy

I recently sat an online training module offered by Invesco Perpetual on the outlook for the global economy. It was a thorough and interesting analysis and I thought you may benefit from various observations I gleaned as you think about your own investments. Chief Economist, John Greenwood, who I have previously referred to as the sage of Henley re-iterated his …

Post General Election Surge & Market Outlook

Whatever your political persuasion UK stockmarkets have given a resounding thumbs up to the Conservative victory today. As I write the FTSE 100 index is up 2.08% p.a. whilst the more domestically focused FTSE 250 index has surged by 2.68% p.a. Favoured sectors include house builders, utility companies, banks, financials and outsourcers such as Capita. This has been a relief …