Global economic cycle is among the longest in history
Fed moves, polarised politics and a "tech cold war"
After many years, Indian corporate earnings seem to be accelerating, with around 20% growth expected over the next couple of years.
Elections and oil prices among top talking points
'Hungry investors' coming back in
I cannot count the times I have burnt my fingers investing in oil stocks in the last ten years. Ever since oil started its decline from $150/bbl to less than $30/bbl and back to $75/bbl, there have been multiple tactical rallies that disappeared as fast...
Rhetoric will not halt rise in prices
Stronger balance sheets than producers
Overweight UK equities
Investment spending has picked up
Oil price stability also key
Favourable on US and commodities
Up 75% since lows seen in June 2017
European leveraged loans attractive
FTSE 100 was up for the month
Broke through 7,800 points
Up 2.8% to $77 a barrel
Strengthening dollar a risk
Highest since November 2014
Brent crude up 7% this week
Energy ETFs performed well
Highest level since December 2014
Brent Crude hit $64.3 a barrel
Benefitting from oil price rise