Disruption has become one of the most used words in modern investing. The bifurcation of sentiment and valuations among those deemed as victims and those as initiators has often become extreme.
Investor fervour to 'be on the right side of change' has not only driven the valuations of the perceived winners to excessive levels, it has also resulted in the overlooking of many fundamentally sound...
Impact of political turmoil and Brexit
Latest Incisive Works research
In recent weeks, investors have fixated on the inversion of several sovereign yield curves, most notably the US Treasury curve.
How are VCTs and EIS products doing?
A troubled Brexit with Parliamentary stumbles and deadline extensions, while the original departure date has come and gone.