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​”The Opportunities that everyone cannot see are The Real Opportunities”  (Jack Ma)So Quarter one of 2019 has now been and gone. Best performing first quarter in the US in a decade and with the exception of a small drop in the Nikkei, major markets posted their third positive month in a row…so all good…data being…

“The difference between success and failure is not which stock you buy or which piece of real estate you buy, it’s asset allocation” (Tony Robbins)So despite a media trying to convince us all otherwise, May was a good month for developed markets , steady increases across the board and with low volatility also, data being:. …

​”Out of Complexity, Find Simplicity” (Albert Einstein)Happy New Year. As we welcome 2020 we also welcome a new decade. The last 20s  was somewhat defined by the stock market which led to both the most exciting and fun decade ever to years of post decade depression. Of course we live in a very different word today…

​”Customers shouldn’t think of your business as a place to buy a product or a service. It should be a fun place to be” (Richard Branson)So November comes to an end and only one more month until we wave goodbye to the year and enter a new one. Not only that a new decade…so been…

​”Behind every stock there is a company, find out what it’s doing” (Peter Lynch)So as we enter our second month of lockdown in most parts of the world and as the Covid fight continues, the April bounce back was pretty exceptional for most markets, raw data being                    …

“Diversification may preserve wealth but concentration builds wealth” (Warren Buffet)July seems to have whizzed by. Despite seeming a fairly benign month for stock markets, most days on the S&P seeing less than 1% movement, other markets had a bit more bounce. China and Emerging Markets in general benefitting from the upside , with the FTSE getting…

​”Quality is remembered long after price is forgotten” (Aldo Gucci)So half way through a year that seems to have lasted forever and whilst we are still not completely “out of the woods” in respect of Corona Virus, we can at least see the exit. Markets continue their recovery post March crash with data being …..

​”An Investment in Knowledge pays the best Interest” (Benjamin Graham)The first month of the new year / decade comes to an end. The background noise of Brexit and Impeachment is still there but as has been the case, has had very little impact on markets. But now we have Coronavirus…a world pandemic??…market performances for January..  Jan…

​”A pessimist sees difficulty in every opportunity; an optimist sees opportunity in every difficulty”     (Winston Churchill) In the four years that I have been writing this monthly update, never has there been a time quite like this. Covid 19 and the repercussions  this dreadful pandemic are causing worldwide still remain deeply unsettling and uncertain.  Uncertainty…

​”Fear and Panic are two separate emotions, Fear’s healthy, Panic’s deadly” (Frosty Hesson)As time goes on, records are always going to be broken and while its nice in recent times to be talking of all time market record highs, 2020 and February in particular have seen some market falls, cumulating in the largest single day drop for…