Like the UK, Latin America has suffered greatly during the pandemic – perhaps even more so. The World Bank estimates that regional GDP may slip by as much as 8%, with more than four million…
Europe: As the Politics Subside
Might Europe be the place to be? I think European equities tick a lot of the right boxes right now. Economies are recovering – indeed the first quarter of 2017 saw Europe once more grow…
Oil Prices Collapsing Amidst Political Problems in the Middle East
We last wrote about oil on 23 April in which we said “With the best will in the World, OPEC and Non OPEC production cuts are barely making a dent in bloated stockpiles and there…
Week in review: Brexit begins
Brexit negotiations formally kicked off at the start of this week, exactly one year on from the UK’s decision to leave the European Union. On Monday lead negotiators David Davis and Michel Barnier began the…
An Outlook – Politics and the Pound: An uneasy affair
Alex Scott, Deputy Chief Investment Officer, Seven Investment Management Both stocks and bond markets made ground in May, with global equities gaining a little over 2%. Emerging Markets and UK stocks were among the brighter…
The income conundrum
Investors seeking income from dividends often have to choose between a sustainable income, a growing income or a high income Targeting high income alone risks over-concentration in certain sectors It is possible to achieve all…
What Korean Life Expectancy Means For Your Savings
Income Investing For A Longer Retirement For the first time in history, a national life expectancy is set to surpass the 90-year barrier. Recent news that South Korea’s female population will soon reach this demographic…
Old is gold!
Investing to take advantage of an ageing population The global population is increasing and ageing. This creates many challenges... ... but also offers new investment opportunities. Healthcare, property, infrastructure, leisure and travel are just…
India: Asia’s growth engine
Is India on the road to realising its economic potential? India's economic growth rate has overtaken China's. Is it finally on the cusp of realising its economic potential? India’s economy is growing faster than…
Invest in Latin America’s Tourism Boom
At this time of year most British people’s minds turn to their upcoming summer holidays. We at LatAm INVESTOR don’t want to ruin your relaxed holiday ideal but behind the sun, sand, sea and ice-cream…
China Calling
A guide to the breathtaking rise of mobile and internet companies in China and the investment opportunities they offer. Accelerating growth, evolving technology and huge end user demand make telecoms and the internet key…
A Quick Review of Central Bank Activity
After a number of central bank meetings and speeches, we thought we would take a quick look at what happened. We are on the road this weekend, and so this week’s commentary is both shorter…
Week in review: the good, the bad and the uncertain
It was a week dominated by central bank meetings and more political play. The US Federal Reserve (Fed) raised its key interest rate by a further 0.25% – the second increase this year – while…
Stock market reforms drive index reclassifications (or vice versa?)
WE EXAMINE THIS QUESTION WITHIN THE CONTEXT OF ASIAN MARKETS. Passive investment management, where investors typically buy an exchange traded fund (“ETF”) that tracks a market-weighted index, has grown in popularity over the last decade. …
Where to Pass the Hard Brexit Hot Potato?
By Chris Darbyshire. Put yourself in the shoes of an international investor. First, the UK voted to leave a longstanding trade agreement with its biggest trading partner. Like everyone else, you were shocked. This trade…
Where to look for value in the stock market? – Banker’s Analysis
Watch Banker's Analysis: Alex is confident in a changing Japan. Your browser does not support the video tag.
How has consumer & market confidence been affected by the UK Election?
Find out how the markets have reacted to the hung parliament. Your browser does not support the video tag.
Fund in Focus (video)
Chris Garsten, manager of the Waverton European Capital Growth Fund, discusses what he sees as the long term stock picking opportunities in Europe (As at 31.03.17).
Where’s the clever money going? June 2017
Sterling, rather than the UK stock markets, continues to bear the brunt of current economic and political uncertainty. As campaigning for the snap election gathered pace, the pound reached its highest value against the dollar…