Articles in the “Investment Insights” Category
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90s Nostalgia – An Oasis for Labour
In a shorter week following the late summer bank holiday, you may well have thought you had woken up...
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Eight Little Words
‘The time has come for policy to adjust’. This sentence, take from a recent speech to a symposium fo...
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Complacency Replaced with Fear in Global Markets Rout
Only three weeks ago financial markets were complacent with record share index highs. In the last fe...
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2000 Repeat?
The top 10 largest companies globally: • Trade on a median P/E of 27x today vs 60x in 2000 • Are...
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Luxury & Tech Stocks Lead Sell-off
Google’s parent company revealed revenues increased 14% to $84.74 billion in the second quarter, dri...
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Mello Monday Investing in Good Company
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Surfing the Red Wave
The outlook for the US dollar is the biggest bone of contention, with 42% thinking higher and 29% th...
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Rotation
Pouring fuel on the ‘rotation fire’ was startling news of the biggest IT outage in history, as count...
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Slowing Inflation Boost Stocks
The attempted assassination of Donald Trump on Saturday evening shocked the world but didn’t have to...
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Technology Dominates the First Half of the Year
Halfway through the year already and markets have been dominated by US technology stocks