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Tag: COVID

As Europe reopens, UK's BOE announces the economic recovery will be 'V-shaped'. Tourist travel seems to be picking up and markets (especially tech stocks) reacted well - as is usual in this seasonal bullish period. Q2 earnings reports are on the horizon, with stocks priced for perfection. Fiscal stimilus is ending in the US as government transfer reciepts and other forms of unemployment support expire. As elections come to the forefront and COVID cases increase further aid is likely. The effects on inflation will be muted until employment levels come back and wages increase.

AVC partners review Veronika’s participation in the Russian Portfolio Investment Conference where she discussed our Dividend Investment Research (DIR), and the new 13 to 15% income tax for Russian non-residents, down from 30%.   We reviewed the influence of recent central bank actions stocks and bond pricing. Credit quality is likely to become more of …

Friday Investment Talk: Russian Taxes, Market Valuation, MLPs and Credit Quality Read More »

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