FW – Opinion

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Brian Tora: Is the market pricing in future risks properly?

With the general election campaign now in full swing, our domestic market is displaying the sort of nervousness that might be expected when the final outcome is so uncertain. Building a base above 7,000 for the FTSE 100 is now looking a tough challenge. While the success or otherwise of the majority of those companies […]

Claire Williams
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Foot Anstey: How to stay within the FCA’s social media rules

Social media is not a new phenomenon and appears to have become the preferred method of communication for a significant proportion of society. Whilst the usefulness of social media for any given business will vary, given how prolific social media now is, firms risk being left behind if they ignore it. The rules imposed on […]

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Mark Barnett: The hunt is on for resilient companies

With political uncertainty high on the agenda, my focus is to find companies that can be resilient across many different macro-economic outcomes. Resilient in as much as whilst the shares may fall out of favour with the stockmarket for a period, the company itself has the management team and business model in place to enable […]

Neil Woodford Peach
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Neil Woodford: Don’t look to Europe to take over from US

Markets often do surprising things in the short term but the recent divergence of the MSCI AC Word index price level and underlying earnings expectations is intriguing. Having recovered rapidly from the financial crisis lows, global earnings have broadly plateaued since 2011. Until recently, that is. The chart (below) shows a sharp deterioration in earnings […]

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Richard Buxton: What to take away from the latest wave of results

As the 2014 results season draws to a close, and the whirlwind of back-to-back meetings with company management eases off, what has this taking of the corporate temperature revealed? For all the initial share price reaction to results statements (which usually has more to do with investor positioning and the size of any “short” ahead […]

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Holly Mackay: Platform price wars episode II – attack of the clones

With the advent of the RDR and the kiss goodbye to commission, direct platforms entered a period of slash and burn, reducing their administration charges throughout 2014. In the run-up to this April, with a continued anticipated swing towards drawdown products at the expense of annuities, we are now seeing the start of a second […]