Tuesday 26 Aug 2008
Well that serves me right! Take a couple of weeks holiday and look what happens – oil pulls back 8.2%, the $ rises and the £ falls back 4.4% against it, and then to cap it all the Bear starts beating up the Georgians.
Monday 18 Aug 2008
Four years, some twenty billion pounds, several ‘Free Tibet’ protestors, and a visually modified opening ceremony later, the games finally got underway at the Beijing Olympics 2008.
Monday 11 Aug 2008
Justin is away in the Green Mountains of Vermont kindly adding to the pockets of the American tourism industry and sampling maple candy, leaving me to compose something sensible to say about the Doha Trade round.
Monday 04 Aug 2008
Unfortunately the very mention of global trade talks normally results in a glazed expression appearing across people’s faces.
Monday 28 Jul 2008
In the self centred and self obsessed world of investment, it can often be the case that we get our priorities seriously out of kilter.
Monday 21 Jul 2008
From 1996 to 2000, with the honourable exception of 1999, the asset class of Emerging Market Equities was one of the worst performers, competing only with Gold, Commodities and Japanese equities for the title of ‘Dog of the Year’.
Monday 14 Jul 2008
Shares give you one of the best returns in the long term – well that’s what we are all told. After all if you had invested in March 1998 in the FTSE 100 at 5442, you would after ten years of equity growth, have reached the towering level of – oh – 5442!
Wednesday 09 Jul 2008
Last week may not have been the final capitulation, but it certainly sent a shudder through many, normally quite stoic, investors
Tuesday 01 Jul 2008
I was trying to concentrate on giving a presentation on global markets last week whilst staring out over the stunning St Aubyn’s Bay in Jersey, and I found myself having to answer a similar question several times – on the lines of “are speculators ruining our markets?”
Tuesday 01 Jul 2008
It was with some concern that I sat and listened late last year to an investment adviser extolling the great benefits of some of the more exotic emerging markets.
Monday 16 Jun 2008
I have an uneasy feeling at the moment. With a growing list of financial fears including the Badly & Bungled (Bradford & Bingley) fiasco, a close run thing with the RBS rights issue and the HBOS call in trouble and very nearly underwater, confidence is wearing thin.
Monday 09 Jun 2008
Searching for a specific piece of economic data can be likened to going on a journey. You never know where you might end up.
Monday 02 Jun 2008
The British Retail Consortium (BRC) reported this month that retail sales fell for the second month in a row.