Half Time Team Talk

In football parlance, for investors we have just come out for the second half. So what is the half time assessment of stockmarkets in 2014? My brief comments are based on my own observations and those of Neptune Investment Management, M&G and Neil Woodford, formerly of Invesco Perpetual and manager of the newly launched Woodford Equity Income fund. Equity Market …

Who Would be an Investment Adviser?

No sooner had I made the case for UK mid-caps (blog post of 8/4/14) there was a sharp sell-off in this sector. So was this a bad call? You could easily conclude this. However you could adopt a more practical opportunistic approach. Listen to your IFA’s recommendations and then short them by doing the very opposite or wait a few …

Time to Consider UK Mid-Caps?

Medium sized companies, also referred to as mid-caps have delivered cracking returns in the last five years, outperforming large companies in the UK by a wide margin. Mid-caps you are no doubt aware are typically represented by the FTSE 250 index.  In 2013 commentators suggested valuations of medium sized companies were high after the strong rally and I have avoided …