We had been bullish on stocks all the way back to March 2009, when mark-to market accounting was fixed and the Financial Panic started to recede. At that time the S&P 500 traded as low as 677. What a time to buy! After that we remained bullish. We didn’t recommend selling in spite of a […]
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Why the US dollar matters
The US dollar has now been strengthening for 11 years now, making this the longest US dollar strengthening cycle in history.
A new era for UK fiscal policy, but will the gamble pay off?
The UK government has unveiled the biggest tax cuts since 1972. However, these will likely result in higher inflation and even larger interest rate hikes
Fed’s inflation fight likely to persist
Steady rise in cost of services clouds inflation outlook
Why bargain hunters should be shopping in Europe, not the US
Value stocks in Europe are the “unloved of the unloved”, but they have actually offered more growth than growth stocks. Here, three charts tell the story.
The future of retirement planning for small business owners
The recent withdrawal of single member occupational pension schemes from the market has caused a lot of concern for financial advisors and their clients.
Some relief in latest US inflation report
The Consumer Price Index (CPI) came in essentially flat in July (actually down a very slight -0.02%), led by a roughly 8% decline in petroleum products.
The cost of bad behaviours
During periods of market sell-offs, the natural human reaction is to contract our investment time horizons and focus on short-term negative noise.
ECB plays catch-up as it ends era of negative rates
The European Central Bank (ECB) has raised its interest rates for the first time in 11 years and it has done so in an urgent manner.
The pensions death trap
Many pension investors assume that the entire value of their pension fund is paid out on death, unfortunately this is not always the case.
Technology stock valuations have become reasonable
Despite the recent rout, tech stocks are still not cheap
How to fix inflation
If you follow the financial press, the conventional wisdom has come to the simple conclusion that the way to fight inflation is raising interest rates. Unfortunately, this is just not true. Yes, raising rates may slow the economy, but that alone won’t fix inflation.
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