magazine archive
magazine archive
Russ Mould
Five dangers to watch in 2020
Thursday 09 Jan 2020One of this column’s favourite aphorisms from master investor Warren Buffett (and there are admittedly quite a few of those) is: ‘speculation is most dangerous when it looks easiest’. The strong returns offered by most asset classes in 2019 could tempt some investors to think making money is easy...
Where next for the price of oil and its producers?
Thursday 19 Dec 2019OPEC is ending 2019 where it ended last year – on the back foot, trying to support the price of oil with production cuts pushed through in conjunction with Russia and other countries who are not members of the cartel. The extra reduction, which takes the total to 1.7m barrels of oil a day, is...
Don’t get caught out by investment bubbles
Thursday 12 Dec 2019One theory held by some market strategists is that a tidal wave of cheap cash, provided by central banks’ interest rate and quantitative easing policies, means we are witnessing ‘The Bubble of Everything’ as prices surge across a range of assets, ranging from equities to bonds to property to art,...
A five-point plan for emerging markets
Thursday 05 Dec 2019The definition of an emerging market has often (jokingly) been a market from which you cannot emerge fast enough when it all goes wrong. Argentina and Chile are 2019’s examples that seem to support this rule as the former lurched into its latest debt crisis and the latter into a fresh political one...
How to read the bond market
Thursday 28 Nov 2019For the umpteenth year in a row, bonds have confounded the bears in 2019. Once more, its exposure to the fixed-income asset class has proved its worth, for diversification purposes and for sold total returns. Yields may not be huge, far from it with the benchmark UK 10-year Gilt offering 0.71% and...