by Awatson | May 9, 2019 | UK
Spring has sprung! And with the warmer temperatures, sunnier days and budding flowers we expect another yearly regularity to hit soon: financial media’s warnings you should exit equities before the annual summer doldrums hit markets – to sell, that is, in May. But in...
by Awatson | Apr 26, 2019 | UK
Legend has it Albert Einstein called compound growth the eighth wonder of the world—“the most powerful force in the universe.” However, you don’t need to be a genius to understand how compounding works. Compounding’s core concept is earning a return on returns. Take...
by Awatson | Mar 19, 2019 | UK
In early February, Italian Co-Deputy Prime Minister Luigi Di Maio met with France’s Gilets Jaunes (Yellow Vest) protestors. The leader of the populist Five Star Movement (M5S) thus triggered a diplomatic row, with French Prime Minister Emmanuel Macron recalling his...
by Awatson | Feb 28, 2019 | UK
Is a global recession lurking behind 2018’s volatility? Our survey of financial media publications suggests many believe so, seeing slowdowns in some economic data as evidence. But whilst recession fears may have risen, a look at a broad swath of data doesn’t...
by Awatson | Jan 3, 2019 | UK
With eurozone GDP (gross domestic product, a government-produced estimate of national economic output) growth slowing in Q3, our survey of financial media publications turned up many worries the European Central Bank’s (ECB’s) mid-December decision to end its...
by Awatson | Dec 19, 2018 | UK
In our survey of media publications, we have seen some commentators argue Q3’s slower eurozone growth presages recession, but we think this conclusion is premature. Growth headwinds cited in much of the recent commentary we encountered seem overstated. Meanwhile,...
