The Holy Grail for investment manager is finding a way to call inflexion points, i.e. consistently reliably knowing where bull or bear markets start and end, which is no small feat. Second in contention could arguably be to find the most effective ‘flight to safety’ assets to turn to in times of turmoil. We can
The first step taken when managing someone’s investment portfolio is to assess how much risk is appropriate for that person, which in most cases relates to a corresponding level of volatility. The reason for this is that, in a perfect world, every investor would simply want to maximise return, but the nature of markets is
Based on the last couple of decades, it is easy to understand why investors are hesitant to believe promises of double-digit returns in risk assets. Historically, the likes of equity did very well through periods of reflation though, which justifies ringing the bell (currently blowing the trumpet seems more apt) for this asset class, amongst
Simon Morrison appears on FMR103.1s Fine Business Radio show with Lindsay Williams, March 6, 2017. [Source: FMR103.1 – Lindsay Williams – March 6, 2017]
With the upcoming U.S. Presidential Election just around the corner, many of us find ourselves mesmerized by political events surrounding that process. Worryingly, there have been a number of bold comments and election promises made by the individual campaigns, none more than those from within the Donald Trump camp. Trump, a man seemingly one step away from becoming the next
The current uneasiness in markets seems to suggest that volatility may shortly rear its ugly head yet again – more often than we have grown accustomed to over recent years. On this basis, I thought it an appropriate time to address the fact that even caution can be an investment risk, no matter how counter-intuitive that may seem. Whilst
