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The Euro could well rise to 1.23 by end 2019!

The Euro could well rise to 1.23 by end 2019!

The Euro has been a disaster since its birth in 1999. Its monetary pathologies led to youth unemployment rates of 50 – 60% in Greece, Spain and the Italian Mezzogiorno. It gave a trillion-dollar windfall to German exporters at the expense of the hapless Club Med and...
The View from Berkeley Square

The View from Berkeley Square

The global listed real estate sector In 2017 the FTSE EPRA NAREIT Global Index showed a total return of 5% for a sterling investor, although currencies were again a big factor (e.g. for a US$ investor the global total return was a healthy 15%). The main underperformer...
Greed and fear in the global stock market

Greed and fear in the global stock market

US and global equities surged on news that the US House of Representatives passed the tax reform bill, Cisco and Walmart posted blowout earnings and a potential bidding war emerged for Fox’s media assets. The rally on Thursday followed a week of carnage in the US high...
The anatomy of a British pound collapse

The anatomy of a British pound collapse

It took a North Korean ballistic missile launch and Hurricane Harvey’s devastation of the $500 billion Houston/Galveston/Corpus Christi economy to push sterling higher to 1.2950 against the US dollar. While the British pound is the most undervalued G-10 currency on...
The hunt for value in global equities

The hunt for value in global equities

The US stock market has been resilient to the political and policy firestorms created by the Trump White House. Trump’s failure to enact tax reform or a major fiscal stimulus has restrained but not destroyed the ‘animal spirits’ of the Wall Street bulls,...