Don’t Be Fooled: Why A New Stock Market High Does Not Guarantee Growth

Published in CityA.M.

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The global recovery does not fully account for the rise in markets, and the growth that would justify these elevated price levels is not guaranteed. (more…)

What the world’s largest election means for you and your money.. in less than 90 seconds

WHAT’S GOING ON?

The results of the world’s largest election will be announced on Friday, and while it has been profitable to ‘buy on the rumour’, it may already be time to ‘sell on the news’. (more…)

5 Things You Need To Know To Profit In Europe

Published on CNBC.com and broadcast on Squawk Box and Fast Money Halftime Report.

As an investor, misunderstandings and overreaction can offer some of the best opportunities to profit. Here 5 widely held beliefs are challenged and attractive investment strategies revealed: There is no need to fear deflation; The stock market trade has reversed; It’s not too late to join the (small cap) party; Central Bank action will not achieve its goal; Turmoil in Ukraine unlikely to directly impact earnings…

FMHR april

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Why the Tech Sector is not a ‘Bubble’ & How to Trade it

Published in CityAM (thanks to Liam Ward Proud) and broadcast on CNBC.

cityam (more…)

Why Global Markets Could Be Derailed by the Ukraine

Turmoil in Emerging Markets hit investor confidence in January and, after a stellar February, the crisis in the Ukraine could lead to profit taking this month. Indeed, volatility spiked to a similar level and the S&P came off its all-time-high on Friday as fears started to set in.

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Your 5-a-day: 5 of The Biggest Misunderstandings Cleared Up

‘Wind down’ is not withdrawal but watch negative news flow in the US; treading water is not growth so keep the champagne on ice for Europe; price is not value so beware investor sentiment; falling unemployment is not rising employment so watch the participation rate; and a hiccup is not a correction so keep an eye on an exit…

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