‘If membership of the Eurozone had been confined to the original ‘Deutschemark Block’ - Germany, France, Holland, Belgium and Luxembourg which met the Euro’s initial convergence...
About Jo Welman
The Fund Manager
The Brexit odds have changed – but perhaps not by as much as we might be led to believe
Much has happened since my last Brexit forecast but I reckon that odds on the core Brexit outcomes might have remained remarkably stable. The ‘No Deal’ option has evaporated for...
The Fund Manager
Why I am buying sterling, selling euros
I might look very silly by the end of the month but there will not be a no deal Brexit. Neither side can afford this outcome. Sadly my crystal ball doesn’t run to how soft the...
The Fund Manager
Jeremy Corbyn Provides the Best Chance of Retrieving Margaret Thatcher’s Property-Owning Democracy
When considering the investment risks that would arise from the implementation of an anti-capitalist labour manifesto, we should start by considering both the likelihood of this...
Investor's Notebook
UK residential property has seldom been this cheap
Low interest rates mean keeping up with mortgages is easier: but does this make home ownership a safe option?
The Fund Manager
On risk, inflation and gilt yields
Does recent movement in the 30 year gilt imply a knock-on effect in property?