Market volatility, capital preservation and my holidays

Tom Stevenson

I’m beginning to think that my holidays are turning into a reliable market indicator. Short-haul, good; long-haul, reach for your hard hat. Three years ago, when we visited Japan, the market took a dim view of renminbi weakness and shares fell for another six months until bottoming in early 2016.... Show More

Political instability creating investment opportunities

Tom Stevenson

Does politics matter to investors? Read any market report and the answer might seem obvious. Market movements are often explained as reactions to an unfolding political story - Brexit, Catalonia, North Korea, Trump, European elections. All of these have at times over the past 18 months seemed to be key... Show More

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