Welcome to Investor Insight! A place where we discuss our market overview, comment on current economic issues and challenge what the papers want you to think. We include our newsletters, interesting articles and the occasional book review. We try to keep it real, so please feel free to share with us what you think.

Sovereign Bonds – no longer a sale haven

Don’t you remember with affection those happy days in the late 80s and early 90s when many gilts were trading at substantial discounts to par with yields often in double figures?

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Rising Inflation – ask granny what it was like in the 1980 or 1990

Introduction Inflation is defined as “a sustained increase in the general price level in an economy”. It means that your money will not buy as much tomorrow as it could today. Your Granny will tell you prices rose all the time. The average rate of inflation in 1980 was 18.0% so that on average prices […]

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President-Elect Trump: The view from Europe

‘Do you ever get the feeling that the only reason we have elections is to find out if the polls were right?’ – Robert Orben   Political watching from a European time zone in 2016 has all been about the hour from 2am to 3am (London time). In late June, consensus expectations of a Brexit referendum ‘remain’ […]

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(EU)conomics: a bout of election jitters for the markets

The key event this week is the U.S. elections. Not long ago, market participants were convinced that Ms. Clinton was set to win, and some even considered that weak polls for Trump could result in the Democrats’ controlling Congress. This is no longer the case. The polls indicate a very tight race. Below are the most likely outcomes […]

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Why this US Presidential election matters

Leadership is not about the next election, it’s about the next generation’ Simon Sinek   Politicians come and go…but there are times when political leadership choices by an electorate matter more than normal. The US economy has clearly been the strongest of the major developed markets over the last seven or eight years, since the depths of […]

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Market Review 1st November 2016

Jeremy Paxman speaking in 2016 after retiring from BBC Newsnight, “my greatest discovery over the past year or so is that news doesn’t matter very much”. More important is what the individuals and organisations who invest money actually believe. Wrong-headed they may often be but their responses to events are generally much less volatile than […]

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Flying the flag for a triumphant industry

With a purple passage or two, Erin Baker, who is Managing Director of Cars at Telegraph Media Group and a true petrol-head, lauds the success of the British motor industry. Her message is “Ignore the Brexit doom-mongers, British-built cars have never been so popular and Europe knows it”. There is much beyond the statistics of car production.

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Your passwords are more vulnerable than you think

Examples of identity theft and online fraud feature regularly in the news online and on paper. More than 30 million sets of personal data were stolen when the adultery site, Ashley Madison, was hacked last year. A security breach at LinkedIn has been reported as releasing around 164 million sets of personal data.

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Too good to be true? If it is, it’s your money at risk

A commentator recently suggested that the concept of ‘buyer beware’ under which the risk of a purchase is borne by the buyer and not the seller should be suspended for financial services because of the seemingly infinite complications of financial products and services.

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Market Update 1st October 2016

As you might expect, I look back at the past month and year-to-date but I give more space to looking forward over the next month and more. Project Fear is now yesterday’s story and the threatened calamities (it would be wrong to call them forecasts) have been overtaken by positive events. Nonetheless, the road to […]

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