Investment Articles

NAO hands out further criticism of Government – but ultimately Carillion was a failure of management

Today it is the turn of the National Audit Office to unpick and quantify the cost of the Carillion debacle. The NAO hands out further...

Is it time to have a spring clean of the junk in portfolios?

US investment legend Warren Buffett once commented: “We have a lot of fun as the bubble blows up and we all think we are going...

Market volatility – we haven’t seen anything yet

“Despite talk of stock market volatility, the reality is that the FTSE 100 and S&P 500 indices are still behaving pretty calmly relative to the...

What does less than a year until Brexit mean for the FTSE 100?

Languishing bottom of the league tables so far this year is the FTSE 100, falling 9% in the first quarter alone. In this piece, our...

Four lessons to draw from 18¼ years of precisely zero from UK stocks

A potential takeover bid for a fourth FTSE 100 stock is helping the index to try to cling on to the 7,000 mark, as Takeda’s...

How to test the foundations of the property sector

He is unlikely to have appreciated it, or cared, at the time, but Mark Twain’s advice to “Buy land, they aren’t making it any more”...

How to use moving averages to pin down the FTSE 100

In capital, local currency terms, the UK is the worst performing country among the 23 nations classified by the MSCI as ‘developed’ markets in 2018...

Four reasons why financial markets may not want to see tariffs

When Donald Trump was running for President, financial markets were wary of him, not least because of his calls for tariffs and protectionist policies, and...

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

The first part of this column, which looked at price/earnings ratios (PEs) and how to use them cited Warren Buffett a lot. With uncanny timing,...

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...