At the start of May, Tony Finding and Eric Lonergan made their annual ‘pilgrimage’ to Omaha in the US to attend the annual shareholder meeting for Berkshire Hathaway, the investment company run by Warren Buffet. In the second of two blog posts, Eric discusses his key takeaways from the experience.… Read the article
Month: May 2015
We have just had a fascinating election here in the UK. Around this time many in the industry are asked, or simply feel the need, to comment on what the outcome means for investors. More often than not this comes down to short-term forecasts: ‘equities will like it if the… Read the article
In recent days and weeks we seen have sharp movements across large parts of bond and currency markets. Until the past couple of days, bond yields had been moving upwards with alarming speed over pretty much all of Europe (with the exception of Switzerland and Sweden) and in the US… Read the article
Last week Tony Finding and Eric Lonergan made their annual ‘pilgrimage’ to Omaha in the US to attend the annual shareholder meeting for Berkshire Hathaway, the investment company run by Warren Buffett. While there they mused on, amongst other things, the attractiveness of US equity today, what low interest rates… Read the article
Apparently there is a 40% chance that Greece will leave the EU. Or there’s a 25% chance, or an 80% chance. Alan Greenspan says it is just a matter of time. George Soros says it’s 50/50. UK bookmaker William Hill has stopped taking… Read the article
Economists have always assumed that lower interest rates boost consumption and reduce the propensity to save. The same logic is encouraging policy makers to pursue negative interest rates and raise inflation targets to push real rates even lower.
But the effects of lower interest rates on saving behaviour may change… Read the article