Category

Waverton
09
Mrz

WAVERTON – RISING BOND YIELDS NOT A PROBLEM FOR THE STOCK MARKET (YET)

BOND YIELDS HAVE BEEN MOVING UP AND SOME INVESTORS SEE THESE HIGHER INTEREST RATES AS A THREAT TO THE STOCK MARKET. OUR ANALYSIS SUGGESTS WE ARE SOME WAY FROM THIS BEING THE CASE, BUT MUCH...
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12
Feb

WAVERTON – THE RECENT MARKET DOWNTURN

The market sell-off that began in earnest on Friday 2 February appears initially to have been an adjustment of investor sentiment. Particularly since the passage of significant tax cuts in the US in December 2017,...
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16
Jan

Waverton’s Quarterly Market Perspectives Q4 2017

Waverton´s Quarterly Market Perspectives look back over the quarter and also discuss what they might see in the months ahead.
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29
Nov

WAVERTON – IF YOU HAVE TO ASK, YOU CAN’T AFFORD IT

WHEN SHOPPING ON BOND STREET IT CAN BE A BIT EMBARRASSING TO ASK THE PRICE. WHEN INVESTING IT SHOULD BE THE FIRST QUESTION BUT SOME INVESTORS SEEM TO HAVE FORGOTTEN THAT. It is a truism...
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13
Nov

WAVERTON – THE CHINESE ARE COMING

WITH RECORD OUTBOUND CHINESE TOURISTS NUMBERS THIS YEAR, WE DISCUSS THE IMPACT From the ancient temples of Angkor Wat to the overcrowded hotel buffets in Bangkok, it is clear that the Chinese middle-classes are on...
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06
Nov

WAVERTON – THE BANK OF ENGLAND DOES SOMETHING ONLY PREVIOUSLY DONE IN A WORLD WAR

BUT DON'T PANIC. THIS TIME IS DIFFERENT… On November 2nd the Bank of England did something that it has only ever done before at the beginning of a World War. It doubled the Base Rate....
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18
Okt

WAVERTON – LETTER FROM JAPAN

GEORGE PALMER HAS RECENTLY TRAVELLED TO JAPAN TO MEET COMPANIES THAT WE OWN AND MANY THAT WE DON'T. Due to some odd airline scheduling it is difficult to sleep on the way to Tokyo which...
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17
Okt

WAVERTON – THE RISK OF DOING NOTHING

Hardly a day goes by without a story that financial markets are in “bubble” territory. Stock markets around the world, including the FTSE All-Share, are at record highs and bond yields are at record lows....
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04
Okt

WAVERTON – FEELS LIKE WE HAVE BEEN HERE BEFORE…

THE ELECTRIC VEHICLE REVOLUTION CHARGING FORWARD? How many people can recall when a famous British inventor last created an electric vehicle?[1] Sir Clive Sinclair dreamt up the C5 in 1979. In that year Millennial’s Baby-boomer...
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02
Okt

WAVERTON – A SYNCHRONISED GLOBAL ECONOMIC UPSWING

ALL MAJOR ECONOMIES ARE GROWING FOR FIRST TIME SINCE 2007 Amid the gloom and doom that characterises a lot of commentary about our world today, we think it worth noting that the global economy, by...
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