On the eve of the launch of Smithson investment trust, Fundsmith founder Terry Smith tells Andrew Pitts about unearthed opportunities.
The ongoing US/China trade war is bad news for markets, but China’s faltering consumer and overheated property markets could really raise the pressure, writes Andrew Pitts.
The US/China trade war is bad news for markets, but China’s faltering consumer and overheated property markets could really raise the pressure.
Weak currencies, a rising dollar and a splurge on cheap debt are some of the headwinds facing emerging markets.
There are clear dangers for markets ahead, including the Russian bear and a mountain of debt that has built up around the world.
Bitcoin frenzy has echoes of the dotcom boom and indicates that euphoria is spilling over from the stock markets.
The shambolic government and its Brexit negotiations as well as other economic indicators suggests Brexit worriers are right.
We are all familiar with the phrase ‘past performance is not a guide to the future’ and other such disclaimers.
Follow the money: it’s a phrase that applies not only to investigative pursuits but also to investing. So is the ‘smart money’ suggesting that private investors should be tilting their portfolios towards emerging markets?