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Expert Blogs

Read our experts' opinions here. The writer's views are their own.

A view on Financial Markets and wish for 2024: less conflict, a focus on fundamentals

2nd January 24 By: David Harbage

A significant weakening in inflation and economic activity over the past three months has prompted market commentators to believe that the peak in interest rates has been seen and that, by...

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ACF Equity Research says Chinese control of Rare Earths production is a ‘global strategic concern’

19th December 23 By: ACF Equity Research

Christopher Nicholson and Renas Sidahmed, MD and Head of ESG at ACF Equity Research respectively, presented the key findings of their recently published research on the Rare Earths sector,...

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Financial Markets look beyond media headlines

15th November 23 By: David Harbage

Two months ago, we wrote “Growth has stalled, and posed the question “but is that bad for markets?” Since then we have witnessed terrible atrocities in Israel and loss of life in Gaza which...

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A view on Financial Markets – Growth has stalled, but is that bad for markets?

15th September 23 By: David Harbage

Most financial commentators would agree that growth in the economies of many of the world’s major developed countries has stalled as inflation has proven to be more persistent, which in turn has...

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A view on Financial Markets – it’s a Barometer, not a Thermometer

17th July 23 By: David Harbage

Looking at the first half of 2023, it was a period in which economic data disappointed and fell short of consensus market forecasts. In particular, domestic inflation and UK interest rates...

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Scrutinising investment trusts – The Value Portfolio

23rd May 23 By: David Harbage

Following recent articles highlighting the attraction of investment trusts which appear undervalued, by reference to the worth of their underlying assets, in response to readers’ requests, this...

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Scrutinising investment trusts - The search for value continues, via Commercial Property

24th April 23 By: David Harbage

This blog is the final one in a series of four, searching for Value amongst close-ended investment trusts. It follows on from previous reviews of UK equity selections  Henderson...

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Scrutinising investment trusts - The search for value continues, via Private Equity

20th April 23 By: David Harbage

This blog is the third in a series of four which is searching for Value amongst close-ended investment trusts, following on from the previous reviews of Henderson Opportunities ( HOT ) , ...

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Value Investment trusts – A 'look under the bonnet'

11th April 23 By: David Harbage

Following on from the previous blogs which reviewed two of Janus Henderson’s UK equity multi-cap investing trusts Henderson Opportunities ( HOT ) and Lowland ( LWI ) , this...

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Markets are Volatile but don't let it be Emotional

27th March 23 By: David Harbage

For the first couple of months on 2023, financial markets have been focused on the pace and magnitude of inflation, together with the extent to which central banks would raise interest rates...

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Adding Tactical strategy to Structural asset allocation

25th January 23 By: David Harbage

These commentaries typically focus on longer term views and an investment stance appropriate for the retirement savings of private individual investors – which could be termed structural...

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Anglo American shines over the last two weeks

14th November 22 By: Rajan Dhall

Anglo American ( AAL:LSE ) had a good week last week rising 13.54%. Commodities companies especially those in the base metals sector have been pretty unlucky of late. China is still dealing...

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Political and Financial Market drama continues apace

17th October 22 By: David Harbage

Media headlines are currently dominated by financial markets and domestic politics, with the average ‘person on the street’ struggling to understand the dynamics of the former...

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A view on Financial Markets: Beware saying, "The market's wrong"

26th September 22 By: David Harbage

Financial markets have experienced a turbulent, bruising few days as central banks took action to counter uncomfortably high inflation, overnight interest rates were hiked in Norway, Sweden,...

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Are we facing a "lost decade" for equity markets?

24th August 22 By: Andrew Craig

How to stop worrying about what markets may or may not do... One of the members of our Community shared a piece with the rest of the group quoting an investment bank's chief equity...

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The Economic Consequences of Covid-19, Part 2

10th August 22 By: Eric Chalker

Further Observations by Eric Chalker, July 25, 2022 Introduction I belong to an investor organisation called SIGnet – Serious Investor Group network . At my group...

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A view on Financial Markets: "The darkest hour is just before the dawn"

18th July 22 By: David Harbage

Our previous blog four months ago “ Batten down the hatches ” now seems aptly titled as Russia’s military incursion into the Ukraine and the economic consequences (notably...

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Batten down the hatches!

18th March 22 By: David Harbage

Russia’s military incursion into the Ukraine and the economic consequences (notably the spike up in energy prices) has not just replaced the Covid infection as the focus of global media...

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"I'm taking early retirement - how should I invest £100,000?"

21st February 22 By: David Harbage

Last week a good friend – let’s call him Fred - told me that he had accepted redundancy and, for the first time in his life had some capital, was wondering what to do with his good...

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A view on financial markets - Climbing a wall of worry

6th January 22 By: David Harbage

The hope the Covid infection, with its adverse economic consequence, would be receding by the end of 2021 has been confounded. The Omicron variant appears to be a particularly virulent, if...

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