I’m So Bored With the USA: A Different Class
“I said, “Pretend you got no money” And she just laughed and said, “Oh, you’re so funny” As campaigning for the local elections and the Runcorn and Helsby byelection hots…
Dollar’s Drop: Potential Portfolio Implications
Despite its ‘safe haven’ reputation, the US dollar’s recent fall to a three-year low against other major currencies is prompting investors to reevaluate their portfolios; in her comments below, Lale…
Inheritance tax: “perceptions of IHT being a preserve of the wealthy are set to change”
Paul Barham, Partner at Forvis Mazars commented: “The latest figures from HMRC bring to a close another record fiscal year for IHT intake, with £8.2 billion total collected against £7.4…
Trump can’t fire Powell—and he knows it
Donald Trump’s claim that he has “no intention” of firing Jerome Powell is not an act of restraint—it’s a “recognition of reality”, says the CEO of one of the world’s…
Commentary on the S&P 500’s ‘Death Cross’ event
Comments from Bret Kenwell, US Investment Analyst at eToro: “Earlier this week, the S&P 500 entered what’s known as a “death cross,” an event in technical analysis that occurs when…
Equities Update: Deliveroo, Sainsburys, Tesla…
Deliveroo orders grow as company builds on first profit Adam Vettese, market analyst at eToro, says: Hot on the heels of reporting its first-ever full year profit this month, Deliveroo…
Investing Basics: What is an index?
An index is a securities basket representing a whole market or a submarket. For example, the UK stock index FTSE 100 contains the stocks of the 100 largest and most…
A snapshot of the global economy in April 2025
We consider the potential growth and inflation implications of US tariffs and German fiscal policy changes. Read more: “Liberation Day”: inflation up, growth down – with a huge dollop of…
Weekly round-up: 14 – 17 April
Tom Watts recaps the past week’s events and looks ahead to the next. This week With chocolatiers claiming to have made the world’s largest Crème Egg this week and pet…
Cheap doesn’t always mean value
In a recent LinkedIn discussion, I quoted the classic Howard Marks line, writes José-Luis Pellicer : “There’s no asset so good that it can’t be overpriced and become a bad…