Rate Cuts and Stocks … Yesterday was a historic day in the investment world. Jerome Powell, head of the US central bank, announced: “The time has come” … a moment investors around the world had waited a long time for. This was a clear signal...
Two weeks ago, the market experienced a bout of turbulence (see chart below). Early August turbulence … Global equity ETF in 2024: up to 16th August It now seems like a non-event but the media and headlines were sensationalist, as you’d expect. That...
Sales don’t come around too often – unless of course you shop at DFS or Sports Direct! Stocks tend to gain value 70-80% of the time and decline for the rest. Overall, and on average, they return 8-12% pa. So stockmarket sales are always an opportunity to...
When I was working amongst other investment professionals in my day job, I saw it clearly: women tend to generate better, more consistent returns. So it’s unfortunate that women are under-represented in the investment industry. Female outperformance is...
You might have noticed an election is imminent. The outcome looks pretty certain but the challenges for any party are the same. And the policy scope is severely limited by our public finances. All parties want to fix things but in reality there’s a massive...
