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How much impact does the President have on markets?

How much impact does the President have on markets?

“Over decades, it’s American innovation that succeeds, no matter what politicians do.” — David Booth, November 6, 2020 And I would argue British innovation too … But the point I want to make is that with the U.S. presidential election called, and promising news of at...

Why investing can be like changing lanes

In Markets as in Traffic, Impulsive Moves May Not Help You Get Ahead   In Markets as in Traffic, Impulsive Moves May Not Help You Get Ahead   When markets are rough, it’s tempting to want to make a quick change to your investments. But much like changing...
A Market Top-Heavy with Tech Firms

A Market Top-Heavy with Tech Firms

Large and In Charge? Giant Firms atop Market Is Nothing New   A top-heavy stock market with the largest 10 shares accounting for over 20% of market capitalisation and a marquee technology firm perched at No. 1? This sounds like a description of the current US...
The Value Story

The Value Story

When It’s Value vs. Growth, History Is on Value’s Side Historically, value stocks have outperformed growth stocks in the US, though recently that hasn’t been the case. While disappointing periods emerge from time to time, the principle that lower relative prices lead...