Tag Archives: Valuations

Embracing volatility

Equities Forum 21/02/2018  

The abrupt reversal of equity markets in the last few weeks has sent shivers down investors’ spines, particularly as momentum was the dominant factor behind the rally that preceded it…. 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: 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.

UK equities – the silver lining to the Brexit cloud

Equities Forum 24/11/2017  

After making a lot of money, people get emotional and in what I term ‘the BBQ effect’ they want to share these feelings – this causes those who have missed out to be jealous. 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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Beware the BBQ effect!

Equities Forum 08/11/2017  

After making a lot of money, people get emotional and in what I term ‘the BBQ effect’ they want to share these feelings – this causes those who have missed out to be jealous. 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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AIMing for perfection

Equities Forum 02/05/2017  

The UK stockmarket as a whole has performed very well over the last twelve months, despite the obvious disruption from the Brexit vote last June.  A glance at the various… Read more »

Why a horse named Vitana V might be good news for Korean equities

Equities Forum 15/02/2017  

You’d have got good odds on a horse positively influencing South Korean corporate governance, something that now appears increasingly likely. You may have read about the scandal under which a… 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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Don’t discount a future filled with uncertainty

Equities Forum 24/01/2017  

A few months ago my colleague, Sam Ford, explored the magic of compounding in his excellent blog: The Greatest Shortcoming of the Human Race. In this post, I’d like to… 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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Small-cap ‘haves’ and ‘have nots’

Equities Forum 25/10/2016  

Most investors are aware that the post-referendum UK equity market rally has not treated all stocks or sectors equally. Since 23 June, for example, the mining sector is up (+38.6%)… 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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Don’t dilute the impact of executive share-based compensation

Equities Forum 21/10/2016  

Many investors are rightfully sceptical of executive share-based compensation, particularly in the US. But the debate is typically around the adjustments made to companies’ declared earnings or the very large… 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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