I spent two days, last week, at a conference in a leafy Surrey suburb – meeting with fund managers. I travel to a few of these events a year and ‘speed date’ fund representatives to better understand their approach to investing and how they might fit within our own Thomas and Thomas model portfolios. During
When America and Israel started dropping bombs on ‘targets of the regime’ in Iran, I must be honest in saying I was a little fearful. Whilst the rhetoric from the American administration was that this would be a quick and limited operation – I just wasn’t convinced. In my emergency article on the 1st of
I am starting to think that Mr Trump waits until I have just completed all of our quarterly portfolio reviews before he decides to throw the world a curveball. Then again, he does like throwing those curveballs with such regularity – we almost find it more unnerving when he’s quiet! What started for me as
Will the conflict between Israel and Iran hurt my portfolio? In short, the answer to this over the coming days and weeks is ‘Yes’. We have already seen how Oil, Energy, Armaments and Precious Metals such as Gold – track upwards with war. Pretty much everything else tracks down. In the early hours since the
It is really hard to see any logic in the self-harming US administrations’ approach to Tariffs right now. It has been shocking to see how global markets have been utterly crashed by the actions of one US President. How can one man have so much power to cause carnage and why is he doing it?
Just how ‘liberating’ will Trumps Tariffs actually be? Today is ‘liberation’ day in the US apparently. This is the ‘historic day’ for the US when all their industry will come flooding back, jobs will become well paid, cheap imported good will be a thing of the past and Michael Jackson will be back with another
