Value strategies have been comprehensively outpaced
Author Archives: Cherry Reynard
Markets have no margin for error as US debt ceiling wrangle rolls on
US lawmakers may have been locked in White House meeting rooms trying to thrash out a deal, but the consensus among investors has been that the debt ceiling problem will be resolved in the end. That sunny optimism took a small hit on Friday as Republican negotiators walked out of the talks, accusing Democrats of […]
US equities investors betting on a ‘soft landing’ could be in trouble
At the annual Berkshire Hathaway meeting at the start of May, Warren Buffett sounded a gloomy note, warning that corporate earnings were likely to be lower as an ‘incredible period’ in American economic history drew to a close. He is not alone. There is an increasing gap between the optimism displayed by stock markets, and […]
Is China’s recovery going to plan?
Chinese companies are optimistic about growth prospects but investors are already curbing their enthusiasm The world had been hoping for a strong revival as China reopened, helping to compensate for anaemic growth in the US and Eurozone. However, recent PMI has not been as good as hoped and there are signs the recovery may not […]
Has focus on covid blinded investors to geopolitical risks?
Tensions are bubbling around the world but seem to be taking a backseat to the pandemic
Industry wary of AIFMD tinkering
June 2020 review found the directive worked well – so why open Pandora’s box?
Is technology still a good investment?
Firms have had lacklustre share price performance despite stellar results
Are income and ESG incompatible?
‘Dividends tend to come from more mature (browner) companies and industry groups’
Investor wiggle room shrinks
As the pool of assets that appears to leave some margin for error is fast diminishing
