11th March 24
This report can be summarised by saying that economic activity in most of the world’s developed economies is sluggish suggesting that inflationary forces are abating and that central banks...
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2nd January 24
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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19th December 23
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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15th November 23
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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15th September 23
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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17th July 23
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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23rd May 23
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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24th April 23
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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20th April 23
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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11th April 23
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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27th March 23
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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25th January 23
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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14th November 22
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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17th October 22
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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26th September 22
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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24th August 22
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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10th August 22
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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18th July 22
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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18th March 22
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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21st February 22
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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