Month: December 2020

Weekly Commentary: 14/12/20 – Taxes steering behaviour?

After a strong November and start of December the FTSE 100 was largely unchanged this week at 6566. More broadly, the signs of a cyclical recovery are evident: oil price rose through $50 a barrel and copper and other industrial commodities have also been strong. Airbnb IPO’ed with the shares closing on their first day […]

Nichols: More than Vimto

Having prospected for investments in the soft drinks industry, I think Nichols is perhaps the most intriguing of quite an interesting group. It has been enormously profitable and a steady grower, unlike the other candidate, Fever-Tree, which has experienced both extraordinary profit and extraordinary growth. Fever-Tree makes me nervous. Explosive growers rarely keep growing rapidly […]

Weekly Commentary: 07/12/20 – Vaccine inoculating risk tolerance

The best performing FTSE 100 stock last week was Rolls Royce, up 19%. The worst was Unilever down 6.5%, which suggests expectations of a vaccine are inoculating investors against risk. On Nasdaq, the vaccine stock Moderna, was the best performing up 44% in the last 5 days, while Zoom was the second worst performing down […]

Alpesh Patel on US Investing: Stocks set to rally in 2021

“Goldman Sachs says these stocks are set to rally in 2021” It’s a captivating headline, isn’t it? Don’t worry; I’ll tell you which stocks in a moment and whether I agree with Goldman’s. And between Goldman’s history and my own, you might want to bet on me. The US market’s Dow Jones Industrial Average just […]

The Dynamic 35 : The Schroders Asian Total Return Trust

Traditionally most investors tend to regard the division between developed markets (DM) and emerging markets (EM) as a simple divide. We all put more money in the DM but then try and make sure we have some, smaller exposure, to the broad gaggle of national markets which represents the developing world or EM for short. […]