value

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

Published in CityA.M.

IMG_9391[1]

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…)

Advertisements

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…

(more…)