Reading the news seems much more complicated these days. Our friend and old colleague, Rob Martorana, has lived and worked in New York all his life. An excellent portfolio manager
What’s new: Tatton Asset Management plc (LON:TAM) results for the year to 31 March 2020, were as indicated by its 21 April update: “in line with analysts’ forecasts”. Highlights are: 22% rise
It is the era of superlatives, the most frequent being “unprecedented”. The term is unavoidable and, I suspect, carries a level of unease only comparable to what many of our
Yesterday the UK followed much of Europe and the US into a painful lock-down of its people and economy, yet today stock markets rally 5-6% by early afternoon – how
Just like the spread of the COVID-19 coronavirus itself, the rate of policy change over the last few weeks has been astounding. A week ago, Boris Johnson and co. were
Since our last investment update video, governments and central banks around the world have acted precisely how we had suggested. They have put forward very sizeable monetary and fiscal support
Over the course of the weekend, stock markets have turned from euphoric recovery (US closed up +10% Friday night) to depressed tumble once more. In today’s investment update we discuss
Until fairly recently, the activity we’ve seen in equity markets in response to the coronavirus disease (Covid-19) could have been characterised as an ‘orderly’ repricing. Yet last week saw second-order market dynamics, driving valuations
Last week could be characterised as an “orderly” repricing of equity markets to the consequences of COVID-19 disruptions. This week has seen second-order market dynamics, driving valuations down to levels
While most people spent the weekend dealing with the prospect of the COVID-19 epidemic taking hold of UK life, the financial community woke up this morning to another, different –
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