In a recent article, Blair Bowman, a personal friend of AVC Advisory, warned of what he saw as a ‘train crash’ approaching with regards to a growing trend for investors to buy Scotch Whisky Casks.
The world is still far from “normal”, according to the Economist. The UK/EU is waking up after COVID. US investors are bullish. Whiskey cask investment looks like a scam.
UK equities are trading at a discount to global peers of more than 40%. This has no equivalence within recent living memory. The UK is bouncing back from the twin hits of the Pandemic and Brexit, and with vaccination figures leading the way globally, it seems ripe for the UK economy to re-open and break out.
Not to be outdone, the usually anemic Eurozone has seen a raft of positive figures after positive figures.
Entering a bullish period after a fake out breakdown overreaction after the FOMC last week. What to watch this summer and what is setting up for a run now.
For many years now, the famous BRICs have been touted as THE place to put your money for the best chance for long term capital growth.
However, the returns of many of the indices and managed funds in Emerging Markets have not reflected the growth nor the opportunity that we see in those markets.
We found the best Emerging Markets ETF to invest in!
As regular readers will be aware, I have been keeping any interested investors who were subject to the Park First investment scam abreast of developments in the situation based on news from the UK.
Last week, news came to light that the Financial Conduct Authority, the UKs’ financial regulator, were close to agreeing a settlement on the Park First scandal with the owners of the outfit.
‘Sell in May’ critics are running wild this year. Meanwhile, bearish trends are usually strong in the next six months. Historically, these months warrant caution.
May is a tricky month. May in post election years are generally positive, and are one of the best months of the year.
Over the last few days, Treasury yields have risen significantly as Democratic wins in Georgia are likely to lead to more COVID relief spending. Besides looking at the the potential effects on the market, we address a few strategies to mitigate the risk of rising rates in a fixed income portfolio.
Global Equities ripped higher in November. The Harmony USD Global Equity faired especially well holding UK and vale assets.