Next Week: The Good, the Bad, or the Ugly?

Next Week: The Good, the Bad, or the Ugly?

With only days to go before we – hopefully – learn who the next occupant of the White House will be, most investors are breathing a sigh of relief. We’ve been living with this uncertainty for far too long. As things stand, it looks as though Trump has a solid chance...
Is the Noise of the Herd Being Heard?

Is the Noise of the Herd Being Heard?

Equities have outperformed our economies by a wide margin, with valuations now sitting at over 22 times earnings. How significant this statistic is can be debated, but it’s something we all need to be aware of. For seasoned investors like me, this is an exceptionally...
Buy on the rumour, sell on the fact. But what is the fact?

Buy on the rumour, sell on the fact. But what is the fact?

“C’mon man, you know the thing…,” as America’s invisible President used to say. The fact is the American electorate is worried about two things: the economy and mass illegal immigration. Another fact is that Vice President Kamala Harris is extremely weak on both...
The Vital Role of Capital Markets in Driving Progress

The Vital Role of Capital Markets in Driving Progress

The financial markets industry often faces criticism from those outside its sphere, who perceive it as reckless or driven by greed – likening it to gambling with other people’s money. However, for those of us who work within the capital markets, we understand there is...