Market commentary

Investor confidence up in April

Investor confidence has risen in April, according to the latest State Street Investor Confidence Index (ICI). The Global Investor Confidence Index increased to 72.9 up 1.7 points from March's revised reading of 71.2, says State Street. Confidence among North American investors imrpoved, with the...
Are Aldi and Lidl the real winners?

Blain's Morning Porridge  "Jonny Turk he was ready, he'd primed himself well.. " Lots of immediate stuff going on out there this morning! Are the German discount chains, Aldi and Lidl, the winners of the banned Asda/Sainsbury merger? Is the proposed Commerzbank/Deutsche Bank merger dead?...
Opportunities in emerging market small-cap stocks

Chetan Sehgal, Lead Portfolio Manager on the Templeton EM Small Companies fund, comments on the opportunities in EM (emerging market) small-cap stocks. "Almost all major asset classes experienced declines in 2018—it was clearly a challenging year. EM small-cap stocks (as defined by the MSCI EM...
24 hours in a plane

Blain's Morning Porridge  "24 hours in a plane is less than eternity in hell, but at the time…  " I spent Easter week travelling - so I've a lot of catch up to complete. Today's Porridge is not so much an economic outlook or market commentary - more about some concerns I picked up in...
DBRS Ratings: Brexit delays - the new normal


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