Saturday, 30 November 2019
It’s not like me to avoid being optimistic but I can’t be relaxed about stocks going forward until I see how China responds to the US President’s decision to sign into law two Hong Kong-related pieces of ..
Thursday, 28 November 2019
Don’t try to time the market. If you get the “timing” wrong, as most people will, it will seriously affect the returns from your equity portfolio.
Monday, 25 November 2019
Last Friday I was invited to the annual Sohn Hearts & Minds conference in Sydney. From two of the world’s best investors and a number of fund managers, I gained many insights that I share with you below.
Saturday, 23 November 2019
It’s been a week of disappointment for those of us long banks and long Donald Trump and his trade deal.
Thursday, 21 November 2019
For anyone who attended our Income Conference recently or for those subscribers who couldn’t make it, here’s the video of our fixed interest Masterclass hot off the editing press!
Monday, 18 November 2019
I don’t hold the view that stocks will rise 30% but I am waiting with bated breath to see how much the market will rise.