Tesla, trackers and sentiment

Tesla, trackers and sentiment

One of the big soap opera’s of the year in investment markets has been whether Tesla will be included in the main US equity index, the S&P 500, which is generally the largest 500 companies listed in New York.  The criteria to be included in the index includes...
The US presidential election

The US presidential election

At the time of writing, three days after the US election we don’t know who the victor will be.  The election has showed the deep divide in the US highlighted by two very different characters, resulting in different ways of thinking, governance and ultimately, way of...
Every day’s a school day

Every day’s a school day

I think we’ve all taken something different from this year.  I’m sure everyone has had highs and lows from the new experience of being forced to stay at home, reduce social interactions and change our usual way of life. I’ve taken the opportunity to do something I’ve...
Cash rates

Cash rates

We had an interesting chat in our office regarding the recent interest rate cuts by National Savings & Investments (NS&I); the popular Income Bonds are going to pay 0.01% p.a. and Premium Bonds 1% p.a.  From a taxpayer perspective (NS&I is a government...
Absolute Return – the holy grail?

Absolute Return – the holy grail?

I remember coming out of the 2008 financial crisis and thinking that the investment world had changed forever and we need to be aware of the change that was coming if it hadn’t already arrived.  The big change was dictated by the behaviour of central banks, with...