Investment Insights

50 Folgen

1. Inflation: Everyone seems to be worried about it

   Vom: 9.6.2021
2. More rotation, less direction

   Vom: 27.5.2021
3. Growth rates are reaching record levels

   Vom: 13.5.2021
4. The expansion of our digital infrastructures is an absolute necessity

   Vom: 28.4.2021
5. Unashamedly bullish on earnings

   Vom: 14.4.2021
6. A rotation in the winners and losers of the pandemic

   Vom: 31.3.2021
7. Correction? What correction?

   Vom: 17.3.2021
8. With the huge vaccine gap between the UK and Eurozone, Sterling is primed to be the outperformer

   Vom: 3.3.2021
9. Beyond the expected Q1 rift, things look less bleak for the UK

   Vom: 19.2.2021
10. Having assets in a portfolio that cater for the unknown

    Vom: 3.2.2021
11. 2020's equity markets were a split between the 'haves' and the 'have nots'

    Vom: 15.12.2020
12. The second largest switch from growth to value

    Vom: 20.11.2020
13. The earnings decline isn't as bad as we feared

    Vom: 10.11.2020
14. Time to look beyond developed market government bonds?

    Vom: 14.10.2020
15. Consensus is expecting earnings to fall in excess of 20%

    Vom: 30.9.2020
16. No evidence for a change in leadership in equity markets

    Vom: 18.9.2020
17. Lower rates for longer

    Vom: 3.9.2020
18. The opportunity cost of holding gold has fallen to zero

    Vom: 19.8.2020
19. What often gets forgotten is the balance sheet

    Vom: 22.7.2020
20. Cyber breaches cost the global economy $1.5 trillion a year

    Vom: 9.7.2020