June 2021 Newsletter: We’re turning Japanese
May 2021 Newsletter: Inflation worries
April 2021 Newsletter: Value versus Growth
March 2021 Newsletter: Similar returns, lower risk
February 2021 Newsletter: Ready for inflation?
January 2021 Newsletter: ‘The roaring 20s’ – really?
December 2020 Newsletter: A strong consensus that has emerged in the broking and forecasting industry. This is that the economy will be strong and that there will be a pickup in inflation. However, a strong consensus often creates an unusual constellation of forces that prevent things turning out as expected
November 2020 Newsletter: Normally the end of any year is quite rewarding for equity market investors and this may still turn out to be the case. It is also worth pointing out that November was the strongest month for the UK market for 31 years.
October 2020 Newsletter: Despite all the central bank activity, the various government support programmes, the EU trade deal and of course the build-up to the US election, the UK stock market has been following the trends in new virus cases.
September 2020 Newsletter: It is possible that once we are past the EU/UK trade issues, and the US election, we will be in a position for a classic year-end rally to emerge.