June, 2020

The conventional wisdom regarding markets and GDP “The stock market is the only market where things go on sale and all the customersrun out of the store” – R W BairdWhilst the Covid-19 pandemic
has h

Are we nearly there yet – Apr 2020 The UK is clearly behind other European countries but our stock markets have turned at the same time. What value is the market putting on stocks and what does is
s

At Friday’s close, the FTSE 100 lost 1.7% for the week; a modest move given the huge volatility since the Covid-19 crisis started. Against this fall, oil stocks staged a major rally on speculation
t

Following a 30% fall since mid-February, it was not surprising that the FTSE 100 index would start to attract speculative buyers even as the news about the economic impact of Covid-19 deteriorated. By

By any measure, daily moves of +/- 3% in the FTSE 100 index is very volatile and would be worthy of headline news. Measured against the 30% fall from 7,400 down to 5,400, these movements attract

20200310 – Stocking up – Mar 2020 There were echoes of October 1987 in the small hours of Monday morning. Markets were crashing (on a Monday) but the reason for it could’ve been one thing or
anoth

Global stocks up again in April as the US leads the way with a bouyant economy and corporate earnings higher than previously estimated.  UK stocks and Sterling hold up too despite Brexit deadline

Global stocks up again in April as the US leads the way with a bouyant economy and corporate earnings higher than previously estimated. UK stocks and Sterling hold up too despite Brexit deadline

2019 03 Absolute Return fund factsheet The US Federal Reserve puts the brakes on further interest rate hikes and Bank of England and ECB are similarly on hold. Equities gain in response and US and UK

2019 03 EF FACET Balanced Discretionary Portfolio Fund The US Federal Reserve puts the brakes on further interest rate hikes and Bank of England and ECB are similarly on hold.  Equities gain in