by Charles Penn | May 7, 2019 | News
Central banks disappoint expectations Last week we wrote that stock markets faced being challenged by the decline of a number of stimulating aspects that had been regularly named as the drivers of the 2019 recovery. The most crucial one being central banks’ assurances...
by Cambridge Investments | Apr 29, 2019 | News
Waning market stimuli put stock markets on notice A pleasant Easter break has been followed by new highs for US equity indices. And yet, it has been a less comfortable week for professional investors. The tailwinds blowing the 2019 stock market bounce-back are waning....
by Charles Penn | Apr 23, 2019 | News
Spring time from here? It is quite incredible how much investor sentiment has changed over the past 4 months. At Christmas, equity markets had suffered a decline from their September highs, which had many market commentators suggesting that the end of this prolonged...
by Charles Penn | Apr 23, 2019 | News
Brexit in-limbo aside sentiment is improving Even though our prediction that Brexit would neither happen on 29 March nor 12 April has turned into reality, there seems little point in celebrating. Yes, the immediate threat of a cycle-ending shock event to the...
by Charles Penn | Apr 23, 2019 | News
Happy 10th birthday, choppy bull market Frustrating political divisions have drowned out the 10th anniversary of what many have called the most unloved equity bull market in history. Broad based equity market investors (those who held their nerve) have enjoyed...
by Charles Penn | Apr 23, 2019 | News
29 March 2019 – quarter end The vexed date has come and gone, as we had suggested, but not quite in the manner we had expected. While the population widely blames Parliament and the political class in general for the Brexit execution debacle, MPs are just as divided...
