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 investment drama of a-weighting currency change. I was presented very recently with a piece of investment bank ‘research’ that made a bold change in recommendation. The piece...
Investors have divided into two camps. Those who believe inflation will subside and the rise in prices will prove temporary, and others who fear we are entering a period of high...
FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) increased slightly from 842.13 to 872.79 (+3.64%) compared to the last monthly update. Currently the Singapore REIT...
Originally published February 2021. The word of this extraordinary winter in Paris has been couvre-feu. The very expression is still heavy with associations from the 1940s...
Originally published April 2021. When thinking about successful emerging market investing, the following quote comes to mind: “In an unfamiliar culture, it is wise to offer no...
The virus will cast a far-reaching shadow. As we cross the 18-month mark of the pandemic, we are arguably reaching the point that the descriptor endemic may be a more appropriate...
The FTSE 100 and S&P 500 are trading at very different valuation levels. US and UK large-cap investors have had very different experiences since the crash of 2009. Over these...
But what challenges await the US and the wider world? Over a year after the Covid-19 pandemic spread across the world and crippled economic activity, a recovery is underway. The...
… was a famous quote of appreciation attributed to Martin Winterkorn, Volkswagen's former CEO, when closing the door of a KIA sedan at a car exhibition a few years ago. While Mr...