KYB – Know Your Banks
The collapse of Silicon Valley Bank has sent shockwaves through the financial markets, with many investors being blind-sided by the true state of their balance sheet that led to a ...
Read More
Read More
What have we learnt from history?
The world appears to be at something of a crossroads, with investors divided as to if last year was a temporary setback for markets, or if we have moved into ...
Read More
Read More
“Quality” is in the eye of the beholder
In the last decade quality has become something of a buzz word in investing. I suspect that no right-minded investment manager would set out their stall based on saying they ...
Read More
Read More
Uninvestable?
For some time, we have held the view that the UK stock market contains some decent companies that look cheap relative to a reasonable view of their future. We have ...
Read More
Read More
The kindness of strangers
As a nation the British like to borrow. In the thirty years prior to 2008, companies and households steadily took on more debt, punctuated by a “credit crisis” that called ...
Read More
Read More
They think it’s all over…
After a sharp rally in July that saw many previous stock market darlings recover some of their earlier falls, investors could be tempted to ‘think it’s all over’. The 10-year ...
Read More
Read More
Will there be a recession?
The question that many investors appear to be asking themselves right now is if we will see a recession – prompted by concerns that higher interest rates will undermine economic ...
Read More
Read More
Bargains galore?
As of writing the Nasdaq index of “growth” stocks has fallen by 27% in the year to date*. Why has it fallen by so much and does it mean there ...
Read More
Read More
