Author Archives: Ritu Vohora

About Ritu Vohora

Number of years in the market
10
Favourite reading / watching
Manias, Panics & Crashes; Think and Grow Rich; Shantaram
Ideal dinner party guests
Barack Obama; Leonardo Da Vinci; Bear Grylls; Jon Stewart
If I weren’t an Investment Director I would be a..
TV presenter

Keep calm and stay invested

Equities Forum 07/03/2018  

In this month’s update Ritu Vohora, Investment Director, examines the implications of February’s spike in market volatility. The bull market, is likely still intact, but we are entering choppier waters.

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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US tax reform – unleashing of ‘animal spirits’?

Equities Forum 07/02/2018  

In this month’s update Ritu Vohora, Investment Director, looks at the implications for US tax reform on equities. How much is priced in already and will the new fiscal stimulus… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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Equities Market Perspective: It ain’t over yet – macro trends remain supportive

Equities Forum 08/01/2018  

In this month’s update Ritu Vohora, Investment Director, looks at what effect macroeconomic events this year could have on equities.

Equities Market Perspective: Not just a stocking filler: 2017 – a year of resilience

Equities Forum 08/12/2017  

In this month’s update Ritu Vohora, Investment Director, looks at what has driven the ‘most hated bull market in history’ and asks how much further it has to go.

Equities Market Perspective: How far can the pendulum swing towards active?

Equities Forum 03/11/2017  

In this month’s update Ritu Vohora, Investment Director, looks at why the case for Japan is the strongest it has been in many years. Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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The value enigma – false dawn or resurgence?

Equities Forum 21/09/2017  

This year has not quite followed the script: investors were expecting improving economic growth and rising inflation to be accompanied by steeper yield curves, with the more defensive/quality stocks and… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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Equities Market Perspective: Time to look at opportunities in Japanese equities?

Equities Forum 07/09/2017  

In this month’s update Ritu Vohora, Investment Director, looks at why the case for Japan is the strongest it has been in many years.

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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Equities Market Perspective: Cyclicals take firm grip on leadership of equities rally

Equities Forum 04/08/2017  

In this month’s update Ritu Vohora, Investment Director looks at what is driving the momentum in cyclicals.

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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Equities Market Perspective: Shifting sands? Central bankers turn more hawkish

Equities Forum 06/07/2017  

Is the era of cheap money coming to an end? In this month’s update Ritu Vohora, Investment Director, reviews central banks increasingly hawkish rhetoric.

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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