During the three decades of investing, I have always tried to adapt to the changing landscape of the equity markets. This has included the use of investment funds, tip sheets as well as following economic commentators, but I have a passion for doing my own research – not to pit myself against anyone, but myself.
Poor fund performances, sizeable client withdrawals and generally rough markets have left the shares of Liontrust Asset Management yielding 8%. Maynard Paton weighs up the fund manager’s pros and cons. Difficult market conditions have prompted yet another bout of ‘back to basics’ filtering. Introduced the other month to identify James Halstead, this screen short-lists companies
Bruce considers whether profit warnings in the insurance and adtech signal that too much capital has been chasing too few opportunities. Sophisticated data models are no replacement for management turning cautious at the top of the cycle. Stocks covered SDI, RBGP and HOTC profit warning. The FTSE 100 recovered +1.6% last week to 7,276. Markets
Following on from my last article on trading biases, this week I’ll be running through some of the biggest losing trader mistakes. I’ve made several of these in the past and it’s good to be aware of these so you can check if you’re falling into the traps. 1. Not having an edge Not having
The fabric and wallpaper business is cheap and has a profitable past. Richard considers whether recovery will lead to sustainable growth… I am looking into Sanderson Design because an investor I know rates it and because as a former investor in Colefax, a customer and a competitor of Sanderson, I know (a little) about the
Welcome to the new look funds focus where we shine a spotlight on some of the most interesting, listed funds on the London market, be they actively managed investment trusts (and closed-end funds) or index tracking exchange traded funds (otherwise known as ETFs). In each article, I’m going to try and pull together four very
Following the profit warnings from Fevertree and Creightons, Bruce questions the conventional wisdom that companies with strong brands do well in an inflationary environment. Companies covered CKN, CRL, and TM17. The FTSE 100 was down -1.6% last week to 7,082. The Nasdaq100 and S&P500 were down -2.95% and -2.8% respectively. The 2yr – 10yr yield
The stock markets are down drastically. But some hedge funds are performing well. Alpesh Patel OBE asks how are they managing it, and is there anything the private investor can learn or copy? I believe in copying. When I wanted to be a hedge fund manager, I interviewed, so I could copy some of the
As per usual, we will inquire into recent and upcoming investment opportunities listed on the London Stock Exchange. The three companies covered in the current article are: Georgina Energy plc LifeSafe Holdings plc Spiritus Mundi plc Georgina Energy plc Opening Date: Late July 2022 Issue Price: TBC Market Cap: TBC Ticker: TBC At the helm:
Bruce looks at the BoE twice-yearly Financial Stability Report and wonders if the regulator is too sanguine about the risks of stagflation. Companies covered PRV, the industrial filtration company, and forex/payments companies EQLS and AGFX. The FTSE 100 was flat at 7,162, the S&P 500 and Nasdaq100 were up +2.0% and +4.5% respectively. That stock
In this article, Michael looks at 8 trading biases and how to mitigate these. It’s comparable to a video game. You press certain buttons to make certain things happen because you want a certain result. The better you press the buttons, the higher your score. Only in this game, the score is not meaningless. It’s
With UK inflation at 9%, we’re all feeling the effects of the cost of living crisis. However, any significant economic event creates some opportunities. So which stocks should we consider to beat the rising prices of essential goods? What sectors are performing well in 2022 The S&P 500 is down 22% in what has been
