Mining
1st June 12
The mining sector..... In the last blog, of 18 May, commenting on recent events within the domestic equity market we promised to provide a view on the mining sector. Given the magnitude of the sub...
Read More29th May 12
After looking at the merits and shortcomings of cash, bonds and property investment, we continue our look at the various asset types available for long term savers by turning our attention to another ...
Read More25th May 12
Following on from our review of the Oil & Gas sector on 11 May... ...in which we mentioned the companies which provide services to the constituent companies - notably the majors and the upstream ex...
Read More22nd May 12
Continuing our look at the opportunities and risks surrounding long term savings we turn our attention to physical assets.. Intuitively, it seemed to make sense to start by looking at cash - the no...
Read More18th May 12
That was the week that was... There are two prime ways of making an assessment about markets: a top downmacro-economic and global perspective or a bottom up investigation of micro data and local new...
Read More15th May 12
Essentially, when interest rates eventually rise, the fixed coupon income of gilts will appear relatively less attractive and the capital values of such bonds (especially those not protected by immine...
Read More11th May 12
The week that was... Europe has been the prime focus of investors' attention, after change in political leadership threatens to derail the agreed austerity policy and measures to support the Euro b...
Read More11th May 12
This is the second in a series of articles assessing the merits and shortcomings of the prime asset types that private individuals will consider when thinking about their pension, or other long-term i...
Read More4th May 12
This is the first in a series of weekly briefing; call it a blog if you wish, on the domestic equity market. Written by a fund manager with almost 40 years' experience of the rollercoaster ride - a...
Read More2nd May 12
This is the first in a series of 12 articles that have been written to help the reader make sensible plans about their finances. Qualified in banking and stock exchange exams, a registered advisor ...
Read More17th November 11
The case I mentioned in 'Cheap as chips!' two days ago has already been accepted. Now, this in itself is not earth-shattering. The wonders of modern technology facilitate underwriting decisions in...
Read More15th November 11
Life Insurance…money for old rope? Good value? Statistically, a man in England has a 68.7% probability of survival until 75; whereas for a woman it is 78.8% (From an Office for National Statistic...
Read More15th November 11
The collapse of MF Global raises one or two interesting issues. First, I should declare that MF Global owes me £45,000. I had £65,000 in spreadbets with them; managing to get 20k off them just ...
Read More10th November 11
We are living longer. The Office of National Statistics (ONS) recently published 2010 statistics appertaining to life expectancy in the UK. These showed that the average man who is now 65 year...
Read More18th October 11
I am off to see a Client tomorrow morning, to review their Investments. They are certainly not awkward, but not particularly ‘engaged’ all the same. I say this as the last review we undertook was ...
Read More13th October 11
There has been a lot of conjecture recently around what better approaches to take during the recent market volatility. Now, I am not qualified to give individual share advice to my Clients in exped...
Read More13th October 11
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?! So, I am going to make an effort and update here more oft...
Read More11th October 11
An Accountant referred a 74-year old to me in February. After a deal of procrastination, they are now keen to arrange their Pension income…with 3 weeks until they reach 75. Why is this crucial? A...
Read More6th October 11
I have written before on the subject of the Financial Services Authority ’s ‘ Treating Customers Fairly ’ (TCF) initiative. After my company’s TCF inspection last year, we were given a clean bill ...
Read More27th September 11
Yesterday was jam-packed. You couldn’t take your eyes off it for a second! More of a Micro-Blog today, I am afraid. Time presses on. 8.40 a.m. Open up the office. 9 Open up the weekend pos...
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