I have recorded a new video that runs through some current market charts and explains why I think that we are probably due a rally after the market declines of the first four months of the year. The video also includes some of the slides that Simon Elliott and I presented at the Mello Trusts and Funds event earlier this week. My thanks to all those present who came to the presentation, including several regular listeners to the Money Makers podcast.
Checking on the markets This is the link to the video recording. Please remember to press full screen mode (the symbol of four little arrows that...
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The past week has afforded an opportunity to catch up with the results of some of the best known equity investment trusts, including Scottish Mortgage and Finsbury Growth and Income. Stuart Watson's profile this week is of 3i Infrastructure, and there is a new contributor in the person of Reg Hoare, who explains the principles that underpin the management of his personal pension portfolio. Equity markets continue to fall in what increasingly looks like developing into a full-blown bear market, very much as I feared, with the S&P 500 down the thin end of 20% from its high.
Scottish Mortg...
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My notes include some further random thoughts. Stuart Watson's profile this week is of Blackrock Throgmorton, which you could argue has been the most successful of the many excellent small and midcap trusts in the last few years, but is now feeling the pressure of a falling asset values and what is by recent standards a rare discount. We also have another discount opportunity note.
Bear market blues The worst thing about bear markets is that they can appear so relentless. Yes, there are always rallies, which induce hope that the worst may be over. Yet once they become established, they do ...
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My notes include some further random thoughts on the nature of stock market bubbles: are we in one today? Stuart Watson's profile this week is of AEW UK, a small commercial property trust that has the distinction of being the only listed property trust not to have cut its dividend during the pandemic The latest portfolio review will be featured in a separate post.
The anatomy of bubbles As you will know, there has no shortage of commentary about the idea that we are living through a stock market bubble. My friend Sandy Nairn has written a whole book about it. I have mentioned the bubble idea ...
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