weekly-roundup

The US stockmarket had a rough week, which I would largely attribute to politics. With a 68% probability of a Trump victory two weeks ago, the market knew what it was getting and rallied. He was a stockmarket-friendly President, as it rose 83% between 2017 and 2021 when he sat

The Zulu Principle by the late Jim Slater was one of the first investment books I ever read, and it got me hooked. He embraced screening stocks for attractive features such as growth, value, relative strength, profitability, cash flow, and more. It was very readable. I have probably read 200

In this piece, I will update performance data for the Soda (balanced) and Whisky Portfolios (large-cap equity), which were launched on 29 January 2016, to include Q2 2024.  These portfolios sit in The Multi-Asset Investor, and with 8.5 years of performance, the records are starting to stand out. The

The leading global value managers are highly focused on UK small-caps because they have been left behind. As a result, we have seen an abnormally high-level of takeover activity as foreign investors and private equity funds snap up once-in-a-lifetime bargains. The UK economy is far from strong but it’s

We have seen lower inflation, which has led to expectations for lower interest rates. There has already been a cut in Europe and Canada, yet there’s a problem, and given there are elections all around us, you have probably spotted it. No one who is planning to lead our

Merryn Somerset-Webb, the founder of Money Week in 2000, and along with her colleague, John Stepek, now work at Bloomberg. She has an excellent podcast, Merryn Talks Money, and last week I was their guest. I was joined by Alex Chartres from Ruffer, for their first live event to discuss