The economy starts from a strong position, with a very robust jobs
market, and household wealth and corporate balance sheets in good shape

The economy starts from a strong position, with a very robust jobs
market, and household wealth and corporate balance sheets in good shape
The stabilisation of markets in May is welcome, but the outlook remains extremely uncertain
If we look at successful sports
teams or individuals, there are lots of similarities that can be drawn between them and professional investors
The Dead Sea’s surface area has almost halved over the last 90
years. Today it covers a little
over 600km, down from 1050km in 1930, and is 20 miles shorter than it was in 1950
“As value investors we often view negative sentiment around a company as a potential opportunity to capitalise on irrational valuations.”
“Although fascinating, I don’t see
the metaverse replacing the real world anytime soon.”
Russia – Ukraine: Implications for financial markets
“There are decades where nothing happens; and there are weeks where decades happen.”
Lenin
Two years ago, news began to emerge of a cluster of pneumonia type sickness in China, soon to be identified as a novel coronavirus.
The buoyant markets of October continued through most of November, taking several equity indices to new all-time highs, until news of the new Covid variant, Omicron…
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