Utilico Insights - Jacqueline Broers assesses why Vietnam could be the darling of Asia for investors. Watch the full video here.

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Stefan Bernstein explains how the EU/Greenland critical raw materials partnership benefits GreenRoc
Stefan Bernstein explains how the EU/Greenland critical raw materials partnership benefits GreenRocView Video
Utilico Insights - Jacqueline Broers assesses why Vietnam could be the darling of Asia for investors
Utilico Insights - Jacqueline Broers assesses why Vietnam could be the darling of Asia for investorsView Video

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David Harbage

David Harbage

David recently retired, after more than 37 years working in the asset management parts of Barclays, most recently serving as Investment Director within its Stockbrokers arm. A qualified banker (Trustee Diploma) and in stock exchange securities, he has managed retail and institutional monies for a wide range of the bank's domestic client base with a focus on the UK equity market. David's leisure interests feature sport (notably football & golf), travel (both at home & overseas), reading (from topical current affairs to biographies) and music.

Most Recent Posts

A view on Financial Markets: It's 'steady as she goes' on turbulent seas

11th March 24 By: David Harbage

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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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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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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