Now we know it’s risky Equity markets have taken a turn for the worse following the US’ probable imposition of “section 301” tariffs on China. Undoubtedly, events that increase uncertainty about the likely path of profits are bad news for any company’s share price. In a sense, given that the likelihood of President Trump’s action… Read more »
Back to Normal? Over the course of last week it felt very much as though things were returning to normal after the short sharp shock in equity markets in early February. Stock markets in the US have returned to their previous long term trading ranges, while markets elsewhere are slowly heading into the same direction…. Read more »
Tariffs to growth It has been one of those weeks where it is hard to decide where to start, where to end and what to leave out. Most welcome for investors were the ECB’s monthly announcement and the thawing of the relations between North Korea and the US. Least inspiring was Donald Trump’s introduction of… Read more »
Time to take some profits February brought a sudden, even if long expected end to the calm and steady rising equity market conditions. We wrote at length during the month what triggered the correction and what it is likely to mean going forward. In a nutshell, we agree with the view of many respected investment… Read more »
