Don’t Forget the investment opportunities from Brexit

Many UK investors are looking towards European stocks in the hope that there’s been a fundamental shift in the region’s prospects. After all we are Europe’s closest neighbour and with Brexit (yes, do we still even remember that) now in full swing, the changing dynamics between Europe and the UK will undoubtedly give rise to great investment opportunities. However part of the problem has been that “Europe” has too often… Read More

Is now the time to buy British Airways?

  If there was ever an example of the disconnect between Main Street and Wall Street, the stock market behaviour during the rising social unrest in the US exemplifies it. The stock market has risen against all the odds and this is not the first time that we are raising this as a red flag because many investors are clearly getting carried away. We are speaking to more and more… Read More

Car Makers back on the Road

UK investors would have been disappointed had they invested in European carmakers in recent years. This sector has been a massive laggard in a region that was already struggling. For context, industry stocks were dragged lower due to four main reasons:   Structural threat of “CASE” (connected, autonomous, shared, electrified) mobility. The car industry is going through significant structural change. The rise of companies like Tesla and Uber reflect a new… Read More

Stock Market Continues to Rally, But Buyer Beware

With the coronavirus continuing to impact, UK investors may need to get used to the concept of: “It’s different this time.” Time will tell as to whether the effect of the pandemic is more than just transitory. The concern is that the investing environment has changed structurally and personal finances will suffer. At the very least, current investor sentiment remains cautious. Recent surveys show that individual and institutional investors are… Read More

Why is the stock market doing so well when we are heading for a recession?

The stock market and the economy continue to go their separate ways. That’s because bad news simply isn’t enough to derail a market that confounds expectations. UK investors and indeed investors around the world need to adapt to this new normal. But as always, it’s the US market that we need to take direction from because that will be the mother of all indicators in terms of where we are… Read More

Is Elon Musk bad news for Tesla?

The electric vehicle maker Tesla sits at the cutting edge of change in the automotive industry. It is the leading light in the sector’s transition away from petrol and diesel usage. And yet, for some time, investors have had a love-hate relationship with the company. Much of that comes down to how they view its maverick Co-Founder and CEO Elon Musk. At the helm since 2004, Musk has had a… Read More

Are we headed for a Double-Dip in the Stock Market?

The US stock market is yet to re-test its late March lows, even though background challenges remain. UK investors should therefore remain vigilant. From an economic perspective, the deterioration continues. More than 26 million Americans filed for unemployment over the five weeks running up to the end of April. The coronavirus spread may be peaking in some parts of the US, but it remains a major impediment to normalisation across… Read More

Volatility is creating huge opportunity, but how long will it last?

Click here to download the full report.   Volatility has become the new normal. This is not easy for many UK investors, but there are some who are taking full advantage of it. The market swings are likely to be unparalleled for those that first got into stock investing during the decade-long bull run. So far this year, the VIX volatility index has seen 19 sessions where… Read More

Gold is back in Vogue

  Click here to download the full report.   2020 has been an encouraging year to be a gold investor. The commodity price has risen dramatically on the back of a negative backdrop of the coronavirus and the collapse in the oil price. In recent weeks gold crossed as high as $1,700 an ounce, hitting its highest level in over seven years. It has since retreated, but… Read More

Coronavirus spreads to market panic

  Click here to download full report.     This has been a quite a time to be an equity investor. The euphoria that opened the year on the back of a stellar 2019 has completely dissipated in recent weeks.  If COVID-19 wasn’t enough, we’ve now got a full-blown oil industry crisis driven by geopolitical tensions between Russia, Saudi Arabia and ultimately the US shale industry. We’ve… Read More

Receive Latest News

Risk Warning - All investments carry risk and prices may change quickly. The value of your portfolio can go down as well as up. Past performance will not necessarily be repeated and is no guarantee of future success. You should carefully consider in light of your financial resources whether investing in stocks and shares is suitable for you. This notice cannot disclose all of the risks and other significant aspects of investing in equities, derivatives, bonds or any other investment product. A full list of risks will be provided for the products which you are interested in. For more information please contact one of our team.