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Expert Finance Blogs


David Harbage Blog

David recently retired, after more than 37 years working in the asset management... More


Latest Entries:

24
JUL

Technology - as one departs, another arrives

Technology moves fast; for consumers and stock market scrutinizers it can be difficult to keep up. Experience over the past twenty years has taught investors to maintain a close eye on industry developments, company news and sentiment...


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23
JUL

UK retail sales disappoint - investors must be discriminating

This morning's update showed 4.0% growth in retail sales compared to June 2014, but fell short of expectations. Economists had been predicting a number 0.6% higher. However the domestic consumer is starting to spend again - driven by lower prices (store prices, including petrol, down for the twelfth consecutive month and 2.9% lower on those assessed a year ago), rather than wage growth. Consumer confidence and spending is set to improve further over the next year as the domestic job market warms up and employment insecurity abates. Clearly the Bank of England's Monetary Policy Committee (MPC) is aware of this, and is making noises about the prospect of raising interest rates 'sooner rather than later' (perhaps in early 2016) to counter the anticipated rise in economic activity and inflation (given the lack of slack, or capacity in the system, and the 'lagged' effect or delay for inflation to emerge in the official statistics).


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23
JUL

Another way of capturing anticipated moves in the wider market

Following on from last week's article, which highlighted investors' use of high beta stocks (to play an expected rebound in markets, which appear oversold or undervalued) or low beta stocks (to provide insulation against an anticipated fall in markets, which appear overbought or overvalued), the prospect of using other financial instruments to capture wider market moves prompts this blog.


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17
JUL

After the adrenaline rush, a look at market beta

Against the backdrop of higher volatility, and a roller coaster ride, in the UK equity market over the past three weeks, a number of newspapers and financial commentators have highlighted the merits of 'defensive' shares. These are typically companies who operate in non-cyclical industries, where demand for their product or services is typically stable and inelastic, like the electricity and water utilities, pharmaceuticals and tobacco. However, such businesses tend to be priced at a premium to the overall market, and appear rich especially compared to more economically sensitive stocks, because of their perceived resilience to a downturn. Certainly, if one believes that we are about to experience another recession in the near future, then paying up for such firms can make sense.


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Resident IFA Blog

lse.co.uk's resident Independent Financial Adviser (IFA) has 13 years experience... More


Latest Entries:

31
MAR

Budget 2014

Our latest 'Quick Poll' posed the question "How do you feel about the Budget?"


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11
OCT

Risk & Reward: Shares

Most of us have come across Shares at one time or another.


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17
NOV

Disclosure (Cheap as chips Pt.2)

The case I mentioned in 'Cheap as chips!' two days ago has already been accepted.
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15
NOV

Cheap as chips!

Life Insurance…money for old rope? Good value?
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Naked Trader Blog

Robbie Burns - aka The Naked Trader - has become a cult figure in the wor... More


Latest Entries:

15
NOV

The demise of MF Global

The collapse of MF Global raises one or two interesting issues.
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13
OCT

Lessons learned over 4 years

First, apologies for being so lazy and not updating this column enough. I could blame a dodgy knee, but that's probably not enough is it?!
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11
FEB

A (very) cautionary tale

When I hold seminars, I often hear some terrible stories about trades gone wrong.
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26
JAN

Spread Betting ‘Stop-Losses’

First of all, thanks a lot for the feedback on my new Spread Betting book. It seems to have helped a lot of you and I’m glad about that.
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