Articles
-
More money printing and Weetabix: A case study
In this month's investment view, with Mr Market being positively and negatively influenced by the seemingly open-ended round of QE, we use a case study on Weetabix to highlight the fact that short-term stock market noise is not always terribly useful.
-
Groundhog Day
In this month's investment view, with the seemingly endless structural problems in the US, Europe, China, Japan et al. that still seem a long way from sustainable solutions, we highlight the latest reassuring company results and healthy dividend growth.
-
Some thoughts on quality
In this month's investment view, with the solution to the Eurozone crisis a distant prospect despite huge amounts of monetary stimulus, we focus on the current top ten stocks in the Evenlode Income portfolio, and why they help us to sleep at night!
-
The upward march of high return businesses
In this month's investment view, with the current situation in China and Europe affecting market volatility, we continue to believe that an objective, long-term approach is the best defence against this uncertainty, and a good way of avoiding being sucked into Mr Market’s mood swings.
-
Mr Market changes mood
In this month's investment view, we discuss the current crisis in the Eurozone with Greece's potential exit, and the ongoing slowdown in Chinese economic growth.
-
The ‘new normal’ is a lot like the ‘old normal’
In this month's investment view, we take the view that the 'new normal' is just like the ‘old normal’ – muddling through, coping with uncertainty, and facing down more frequent recessions, a familiar pattern over the last two centuries.
-
Global consumer brands revisited
In this months investment view, with the continuing conflicting market reactions to global issues and ongoing QE, we discuss our long-term views on global consumer brands.
-
The commercial cows keep on giving
In this month's investment view, with inflationary pressure looming, we remind readers of our main investment principle to own stakes in high-quality businesses that possess durable intangible assets to which customers habitually return.
-
Prepare for the worst, hope for the best
In this month's investment view, we share our thoughts on 2012 and beyond without providing a forecast - our powers as investment managers are limited! As John Kenneth Galbraith put it, ‘the only function of economic forecasting is to make astrology look respectable’.
-
The anatomy of value creation
In this month's investment view we look at how three stock examples in our investable universe have beaten the market by a substantial margin over a 10-year period.
-
Inflation - The path of least resistance
In this month's investment view, we discuss how inflation is deemed to be a more socially palatable way of reducing unsustainably high debt levels.
-
A lesson from Henry Singleton
In this month's investment view, with volatility still rumbling, it’s worth remembering the old city saying that ‘you make your money in a bear market, you just don’t realise it at the time'.