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A difficult balancing act
Alex Scott, Deputy Chief Investment Officer, Seven Investment Management Investors face a potentially difficult balancing act today. There is much to be positive – even optimistic – about. Most major economies are growing at or…
The Return of the “Unreliable Boyfriend” and Other Central Bankers
Stanley Druckenmiller is one of the greatest investors/traders of the last 40 or so years. He managed money for George Soros from 1988 to 2000, and was instrumental in the trade that broke the Bank…
What’s in a name?
Ben Kumar, Investment Manager, Seven Investment Management Have a look at this list: 1. Apple 2. Alphabet 3. Microsoft 4. Amazon 5. Berkshire Hathaway 6. Johnson & Johnson 7. Facebook 8. Alibaba Group 9. Tencent…
Week in Review: Apples and Oranges
Was it worth the wait? The week’s big event in the highflying tech sector was the unveiling of Apple’s new iPhone. And not just one iPhone, as it turned out, but three: the iPhone 8,…
Deciphering the Message from the Bond Markets
This week’s report is a little shorter than usual due to both non work commitments and also a sense that our market views are slightly out of synch with what is actually happening. This occurs…
Week in review: The teeth of the storm
This week: hurricane destruction, economic disruption and dragon resurrection. This week was dominated by the tragic impact of Hurricanes Irma and Harvey. At least 14 people lost their lives as Irma hit a number of…
Where to go from here?
Over the past year the world has put on an impressive display of sang-froid in the face of some extraordinary political developments. Although the ultimate real world consequences of the Brexit vote and the Trump…
Tracking the economy
Ben Kumar, Investment Manager, Seven Investment Management In finance ‘footsie’ means something other than tangle-toed flirting. The FTSE 100 is the first stock index encountered by newcomers to the world of finance. It is often…
Week in review: I’m not a quitter
This week, Theresa May sticks around, U.S. hurricane woes and FTSE dropouts. On a visit to Japan this week, UK Prime Minister Theresa May confirmed that she would be leading the Conservative Party into the…
It’s About Time That Markets Made Their Mind Up
The last few weeks have been frustrating as our core trades have struggled to make any real progress. Equity markets remain stuck in quite a tight range, as have core bond yields. When price moves…
The mixed messages are concerning
Ben Kumar, Investment Manager, Seven Investment Management When we look at the financial markets, the mixed messages are concerning. By extrapolating today’s low interest rate environment almost indefinitely into the future, quality government bond markets…
Week in review: Total eclipse – of the charts?
This week: good news for the euro, bad news for UK corporate profits. Not quite an eclipse of the charts, as it turns out, but a strong week for the euro nonetheless: sterling fell to…
Erratic Price Action Within a Period of Change
With summer vacations at their height, perhaps it is to be expected that price movements could become a little erratic. Political, economic and central bank headlines seemed to come thick and fast with price action…
Week in review: White House meltdown
It’s been an eventful week in the White House. Donald Trump announced that he was disbanding two business councils after a number of chief executives quit over his handling of violent clashes at a far-right…
The US Equity Bull Market Was Damaged Last Week. Perhaps Gold is a Partial Remedy
The action in equity markets this past week suggests that some serious damage has been inflicted on the bullish trend. Is the damage serious enough to mortally wound the bull? It is far too early…
Week in review: Fury, fire and fear
This week: tensions mount between North Korea and the U.S. Geopolitical tensions ratcheted up several notches this week as saber-rattling from North Korea brought threats of “fire and fury” from U.S. President Donald Trump. On…
‘Peak’ everything?
John Pattullo, Co-Head of Strategic Fixed Income In the 1980s I remember writing an economics homework essay about how the world was going to run out of oil by the year 2000 — Marion King…
Plus ça change: credit crunch 10 years on
Chris Darbyshire, Chief Investment Officer, Seven Investment Management Viewers of Paramount’s ‘The Big Short’, will remember a scene towards the end of the film when the US housing market is in freefall, mortgages are defaulting…