Global economic data appears inconsistent Equity markets beckoned the new year in a robustly positive frame of mind, determined to put the blues of a dismal ending to 2018 behind them, and that infectious spirit of optimism has persisted. The extent to which major global equity indices have recovered a substantial portion of their losses […]
Italy could end up being a bigger problem for the union than Greece If investors didn’t experience enough of a frisson of danger from emerging markets, when the economies of Venezuela, Argentina and Turkey all suffered extreme strain, now Italy is setting everyone on edge in its own inimitable style. Italy’s coalition government, comprising those […]
Marmite and President Trump both sharply divide opinion, but you can ignore Marmite if you’d rather not put the glutinous, salty, black yeast extract on your teatime toast. As an investor you simply cannot ignore Donald Trump. Without wanting to give a running commentary of recent events, Trump’s actions continue to have an impact. The […]
Italy’s recent election can be important for goings on in the rest of the eurozone
President Trump’s trade tariffs have got the world’s attention but are there more games to come? The predominant consideration for most investors is the current economic climate and its longer-term prospects. Because those things change relatively slowly, however, they tend to be in the background. That said, they sometimes move squarely into investors’ headlights and […]
Head of strategy for the Jupiter Independent Funds Team John Chatfeild-Roberts looks at how Mifid II has hit multi-manager funds following Money Marketing’s reporting on the true costs of the funds. Mifid II provides investors with greater clarity of charges. However, appreciating the difference between value and price is fundamental; of course price is important but […]
Logic has no place in such a market and nor do serious investors What does it mean for an asset, such as a currency, to have intrinsic value? From prehistory onwards, economies and trade were built on things that had undeniable utility: trading furs for iron, for example. The invention of currency changed those dynamics, […]
President Xi Jinping has set a clear path to exceed the US as a global superpower
With the US, UK and ECB set to lose their central bank heads within two years, are successful reforms at risk?
Prime Minister Theresa May’s lost majority has significantly weakened her leadership both at home and abroad.
Investors should capture performance in the good times, but also manage risks in our challenging global economic and political environment When a letter signed by Prime Minister Theresa May was delivered to President of the European Council Donald Tusk at the end of March, it formally triggered the now-famous Article 50 of the Lisbon Treaty and started the […]
After a year of seismic political shifts, 2017 has so far continued to provide extraordinary headlines on a daily basis. Yet life goes on. Let’s not forget that, a year ago, markets were in freefall and you did not have to look far to find predictions of doom and cries of “sell everything”. In defiance […]