Commentators get hooked on equity market index levels.
Smaller companies sector has significantly outperformed other IMA European fund sectors over past 12 months
How do the runes read? As a result of cutting costs and maintaining prices, companies are continuing to show better cashflow.
Following unprecedented government intervention, the US equity market has rebounded over 70% from lows experienced less than year ago.
It is that time of year when the big investment banks try to justify the vast amounts of money lavished on their research departments by presenting their annual forecast for the year ahead.
As the debate between passive vs active investing continues to divide opinion, a fine balance exists between the two, wherein it is possible to get a passive underlay with an active overlay. In such precarious times, balance is everything
Parents couldn't possibly borrow any more - Or could they? The Contrarian Investor, David Stevenson, does some blue-sky thinking and imagines what the future might hold. And it's not that far-fetched!
Fifteen years ago I did not look like this and I did not have this column - I was far too shy to have a picture of myself in the first issue - or in fact any issue until a few years ago. How times change.
Anyone remotely optimistic about prospects for global equities over the next 15 years simply cannot avoid, or significantly underweight, US equities.