The European discount evaporates
The valuation gap between European and US shares has narrowed to levels only seen a few times in the past decade. Is this justified? James Mackintosh, investment editor, says this suggests investors...
View ArticleWorryingly optimistic investors
Several measures of sentiment suggest investors are becoming worryingly optimistic. Investment editor James Mackintosh says this is something which typically happens before the market drops back....
View ArticleA tale of two bull runs
Japan is the natural home of the bear, but its bull market from 2003-2007 looks very like the current US bull market. James Mackintosh, investment editor, looks at the parallels and considers what’s...
View ArticleSmall rotations
Those hoping for a “great rotation” from bonds to stocks might start by looking for smaller rotations within the equity market. James Mackintosh, investment editor, says the signs are far from...
View ArticleA lifetime of equity losses
Low interest rates suggest low equity returns – and even worse, shares can lose money over a lifetime. Scary charts after the jump. Continue reading »
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