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Global Outlook and Financial Investment Advice in 2016

The value of investments and the income they produce can fall as well as rise. Many of us are thinking about financial investment advice as we approach the end of 2015 so I thought that now would be a good time to reflect on this year and to begin to think about the year ahead.read more
A CGlobal Outlook and Financial Investment Advice in 2016

UK Post-election thoughts

The value of investments and the income they produce can fall as well as rise. UK Post-election thoughts A lot has been happened since I last blogged, in the political arena, in the economy, and in the global financial markets. The good news is that if the Conservative Party hadn't gotten a majority seat, theread more
A CUK Post-election thoughts

Is the Eurozone recovery sustainable?

The value of investments and the income they produce can fall as well as rise. Recently the ECB, Mario Draghi, cut the benchmark interest rate to 0.05%. This is good news for the markets in the short term. Why though has Mr Draghi cut the ECB rate when we are supposed to be in the processread more
A CIs the Eurozone recovery sustainable?

How the Russia-Ukraine conflict might affect your investments

The value of investments and the income they produce can fall as well as rise. This blog looks at the Russia-Ukraine conflict and how this might affect the global markets and global economy. Background Ukraine has a long history. Interestingly one of its most famous exports was and is the classical musician, Trikovsky. Ukraine firstread more
A CHow the Russia-Ukraine conflict might affect your investments

Volatility cycle post Lehman

The value of investments and the income they produce can fall as well as rise. I have talked about Quantitative Easing in previous posts and I strongly believe it will remain relevant specifically when we consider investments. The pattern we see has been in evidence since late 2008 can be summarised as below: A QEread more
A CVolatility cycle post Lehman

Contrived currency devaluation

The value of investments and the income they produce can fall as well as rise. I've mentioned 'currency wars' in a previous post which I will talk about in today's blog. I think it important to outline what contrived currency depreciation means and why a country would want to do it and how it affects allread more
A CContrived currency devaluation

The Renminbi and the Dollar

The value of investments and the income they produce can fall as well as rise. This article from the ft.com yesterday provides an interesting follow on from my last post. As the Chinese look to lessen their reliance on the United States Dollar (USD) as their main trading currency and so the Chinese Renminbi gainsread more
A CThe Renminbi and the Dollar

Further global contagion or strategic positioning?

The value of investments and the income they produce can fall as well as rise. This article from the FT talks about one of the few relatively unblemished countries from the credit crisis, Australia, now buying up large chunks of Chinese sovereign debt in the name of building trade relationships and diversification. This in my view is aread more
A CFurther global contagion or strategic positioning?

A grim global outlook but make hay while the sun shines…

The value of investments and the income they produce can fall as well as rise. There is a lot to be confused about for anyone trying to understand the global economy these days, and we do live in a global economy. We live in times where things like Quantitative Easing (QE) happen on a regularread more
A CA grim global outlook but make hay while the sun shines…