Investment Articles

How to build a margin of safety into stock portfolios (Part I)

The UK stock market’s leading indices, the FTSE 100, FTSE 250, FTSE All-Share and (for small-cap fans) FTSE AIM All-Share, have all forged some kind...

Will the Year of the Dog mean China is markets’ best friend or a foe?

While drops in the US dollar, the American Treasury market and even the US stock market are grabbing all of the headlines, China’s currency is...

Five lessons to learn from the market meltdown

As the legendary US baseball player Yogi Berra once noted: “It’s tough to make predictions, especially about the future.”

The task is a precarious and...

Bull run

Is this really the end for the long bull run in bonds?

Japanese Government Bonds (JGBs) have the nickname of ‘the widow maker’ because so many traders have come unstuck trying to call the top in the...

All hail the declining dollar

The American politician John Connally packed a lot into his life, including a rare switch from the Democratic to the Republican Party, but he is...

Are hopes for a tax-cut boost to US corporate earnings simply (American) pie in the sky?

All four leading US stock market indices – Dow Jones Industrials, S&P 500, Nasdaq Composite and Russell 2000 – all racked up a string of...

How to judge whether it is time to follow – or go against – the crowd

With the FTSE 100 trading above 7,700 and the FTSE All-Share also setting new highs just under the 4,250 mark, investors are off to a...

Three sectors to keep an eye on in 2018

After ending 2017 on a hot streak, with a string of consecutive closing record highs, the FTSE 100 stands above 7,600 and sits within barely...

Hands holding eggs

ISAs vs SIPPs: Which to choose

Most of us know that Stocks and Shares ISAs, Lifetime ISAs and Self-Invested Personal Pensions (SIPPs) are ideal wrappers for holding investments...

Five themes that look set to shape portfolio returns in 2018

After last week’s attempts to learn key lessons from 2017, this column will now turn its attention to the year ahead. In the (unfortunate) absence...

Five themes from 2017 that could influence 2018

There can be no denying 2017 was an eventful year and making money was not entirely straightforward, even allowing for Bitcoin’s surge into the stratosphere....

Why commodities’ stale performance looks odd in 2017

One intriguing trend of note this year is the turgid performance of the Bloomberg Commodities index, a basket of 22 raw materials, encompassing energy, industrial...

World Investment Outlook - Chapter one: UK

March 2019 is drawing ever nearer but the Brexit picture is still unclear, even after Prime Minister Theresa May’s intervention in the Brussels-based negotiations with...

World Investment Outlook - Chapter two: USA

It is hard to believe but President Donald J. Trump will be almost half way through his first term in office by November 2018,...

World Investment Outlook - Chapter three: Japan

With the Nikkei 225 and Topix stock benchmarks touching twenty-year peaks, the yen rising against the dollar and the economy putting together its best streak...