Serious investment thinking that doesn’t take itself too seriously.
The capital allocators examine trends in the sector
There are a few hardy souls who still want to invest in FTSE 100 stocks and, for those investors, monitoring the FTSE 100’s current valuation and forecasting its expected future price can be extremely useful.
The rise of big tech stocks has been more about valuation than profits. Originally published January 2022. Ruffer LLP A bubble in profitless tech and so called ‘meme’ stocks may...
British American Tobacco (BAT) has been out of favour with investors since 2017 when its shares reached a record-high price of more than £56. Over the next five years, BAT’s...
In the depths of addiction nothing else matters. The pursuit is focused, relentless and uncompromising – dismissive of any potential consequences. So what happens when the...
Bust or buying opportunity? In the new territories north of Hong Kong, a vast and lavish property development was planned: a wetlands restoration, hundreds of luxury townhouses,...
FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) increased from 827.88 to 864.41 (4.41%) compared to the last month update. The Singapore REIT index rebounded off from...
Do conventional bonds still deserve a place in portfolios? Total return on 10-year US Treasuries, adjusted for US CPI inflation % Global Financial Data, Refinitiv, US Bureau of...
In June 2020, after 80 days of complete ‘confinement’, I wrote a piece about the “Coronavirus Time Machine”. Inspired by too much lockdown Netflix, the imaginary construct was...
FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) decreased from 816.11 to 827.88 (1.44%) compared to the last monthly update. The Singapore REIT index rebounded off 800...
Inflation is running hot, even before wage-price pressures have begun. Central bankers tell us the current burst of inflation will be transitory and workers will not mind the...