Big tech earnings help US markets recover Liberation Day losses

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Investment Articles


How should investors react following the Election?

The recent surprise General Election result in the UK has given the equity market a short term boost, but how should investors react? David Cameron’s...

Fri, 29/05/2015 - 10:36


Don't ignore idle cash, invest now for long-term growth

If you have spare cash lying idle in your bank account and were thinking about investing in shares or funds, don't wait until the end...

Thu, 28/05/2015 - 09:21


The lessons to draw from the bond market blitz

Many investors will use bonds as ballast for their portfolio. During their lifetime, these tradable debt securities will provide regular income in the form of...

Wed, 27/05/2015 - 09:21


Waiting for Uncle Sam to turn the corner

One of the most interesting developments of 2015 is how the market's enthusiasm for US equities appears to be cooling. Even the dollar's strength relative...

Tue, 26/05/2015 - 16:53


Themes for 2015: an update

We see five key themes shaping the macroeconomic landscape and supporting risk assets over the next year. Most notably, we still believe that the full...

Tue, 19/05/2015 - 12:22


10 Downing Street

Election result offers fresh questions as well as answers

According to T.S. Eliot’s multi-layered poem The Waste Land April is the cruellest month, but if you are Ed Miliband, Nick Clegg or Nigel Farage...

Mon, 18/05/2015 - 16:00


Activist funds are still seeking tempting targets

The one hundred and forty first running of the Kentucky Derby, may have gone to form when punters' favourite American Pharoah romped home (2 May)...

Fri, 15/05/2015 - 10:34


Consider the passive option

For this week’s edition this column is indebted to the London Stock Exchange for pointing out that the UK’s first Exchange-Traded Fund (ETF) has just...

Tue, 05/05/2015 - 09:10


Election 2015

Election 2015: how the ballot could bother the markets

Equity, bond and currency markets remain in thrall to the General Election as the leading parties' campaigns grind remorselessly toward the actual ballot on 7...

Wed, 29/04/2015 - 08:57


Globe

Dollar continues to call the shots worldwide

Saint Augustine of Hippo is well-known for works such as Confessions and The City of God but the fourth century AD Christian theologian may be...

Fri, 24/04/2015 - 12:27


Little fish can be sweet

Small cap stocks tend to outperform while the good times roll, bulls are in charge and risk appetite is elevated. The chart below shows how...

Mon, 20/04/2015 - 10:41


Magnifying glass

Markets continue to follow the money

This month (4 April) marks the second anniversary of Japan launching its own version of Quantitative Easing (QE). When the scheme was first announced by...

Fri, 10/04/2015 - 12:47


Use the SOXX to test market's appetite for excitement

One of the tracks for which singer-songwriter Ian Dury was best known was Sex and Drugs and Rock and Roll and when it comes to...

Fri, 03/04/2015 - 11:25


Portfolios need more virtues than just patience

The financial markets continue to digest the implications of the policy meeting of the US Federal Reserve (18 March), which saw chair Janet Yellen drop...

Fri, 27/03/2015 - 13:45


Watch what the smart money is doing

“I am convinced that if it [the price system of a free market] were the result of deliberate human design, and if the people guided...

Fri, 20/03/2015 - 15:20


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