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 kick on from here? Covid patterns So, first a glance at COVID, or rather our… Continue reading ALL QUIET: Covid and UK Property
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 being boiled alive. We are well into the boiling phase, but how long before it… Continue reading A HARD RAIN
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.
Everything seems fine in markets for now, both here in the UK and in the US; rather than speculating about what will stop this excellent run for investors, let us have a look at domestic politics to end the month. Sadly, David Cameron seems to have attracted ire. I have heard him called a born… Continue reading What Could Possibly Go Wrong?