EVERY DOG
Boris seems slowly to be turning into the opposition to his own party, which I suppose is not new for him. Meanwhile China also seems to be hitting an identity crisis. Neither bodes well for investors. We apparently have a […]
Opinion
Inflation: The elephant in the room?
Inflation and how persistent it is, now fascinates us although we will skip how that relates to US bond yields, as that currently makes no sense. We’re also pondering the recent high performance from non-US markets. We signaled inflation as […]
ALL QUIET: Covid and UK Property
A brief glance at an excellent first half for investors: thoroughly “risk on” for the first quarter, but a slower but still an upward grind thereafter. Not that such arbitrary dates matter. What does count is what can make it […]
A HARD RAIN
WHEN WILL MARKETS RESPOND? Everything is in the end politics; it just takes a long route on occasion and rather like a frog in water, markets take time to realize that the pleasant feeling of warmth is a prelude to […]
YELLOW BRICK ROAD
UK elections are over – and the US employment numbers are out. What will labour now do, and what is the likelihood that the US market is overvalued? A fortnightly review by Charles Gillams, Monogram Investment Management Ltd.