Serious investment thinking that doesn’t take itself too seriously.
After a roller coaster first half of 2020, now seems like a good time to review the CAPE ratio for the FTSE 100, FTSE 250 and, for US-focused investors, the S&P 500. FTSE 100...
This article goes back to basics and outlines why a consistent record of dividend payments is the first thing I look for in a company, and why dividend cover is the first of many...
In this article I look at the S&P 500’s response to the coronavirus pandemic, the impact on CAPE valuations and what that means for the index’s expected ten-year returns. The...
The economic impact of the coronavirus pandemic should not be underestimated. It is, in my opinion, likely to produce a severe recession in the UK as well as a global recession,...
Investors who rely on dividends for a large part of their income should prepare for significant dividend cuts and suspensions in 2020.
In most corrections and market crashes, dividend investors are able to shrug off paper losses but in the current crisis that may not be so easy.
Unless you are a hermit living in a very remote cave, I’m sure you’re aware of the coronavirus pandemic. And if you have any interest in investing, then you also probably know...