Many investors spend their time trying to find the next disruptor, the next Uber or Netflix. Identifying the 'Next Big Thing' can make for a very profitable investment, as those companies have shown. However, predictions can more often be wrong than right....
The campaign fury in the build-up to the US mid-term elections may have been a factor in 'Red October', which saw the S&P 500 take a 10% intra-month hit.
The UK remains out of favour among global investors and, with domestic fund flows retreating, we have been taking this opportunity to add to UK equities as sentiment seems to have reached extreme levels.
Outperformers of last five years likely to struggle
When the referendum vote for Brexit occurred in June 2016 few could have predicted the outcome, and even fewer still could have positioned a portfolio accordingly. An unexpected outcome and disruption led to the UK stockmarket rising.
Challenge completed in 12 hours
After a terrible share price performance since the start of the year, Vodafone provided a more reassuring set of half year results last week.
Few regions have experienced as bifurcated an economic landscape as Europe over the past decade.
Among an array of macro uncertainties, such as trade wars, protectionism, Brexit and political uncertainty, one of the principal reasons for spikes in equity market volatility this year has been liquidity. Central banks have provided unprecedented levels...