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  • The inflation preposition – a big shift?

    The inflation preposition – a big shift?

    Undoubtedly, rising inflation expectations had their fair share in negatively affecting spreads, with bond yields rising across the globe over recent months. To many market participants this comes to no surprise given the uptick in global growth...

  • Royal Dutch Shell shares – remaining overweight in the oil & gas sector

    Royal Dutch Shell shares – remaining overweight in the oil & gas sector

    Royal Dutch Shell sits on an oil and gas throne higher than that of Exxon Mobil. The oil supermajor has worldwide proved reserves of 13.2 billion barrels of oil equivalent. Operating in over 70 countries, Royal Dutch Shell pumps out 3.7 million...

  • Key traits for the modern investor

    Key traits for the modern investor

    Putting it mildly, there are a handful of textbooks and articles written on what it takes to become a successful investor. There are a number of traits which make some investors more successful than others – for the inexperienced investor,...

  • What drives the price of an equity?

    What drives the price of an equity?

    Recently I was posed a question about what drives the price of an equity. Despite equities forming part of most of our portfolios, and constitute a huge part of global wealth storage and generation you would be surprised at how different people’s...

  • Economic data that conditions the Fed’s decisions

    Economic data that conditions the Fed’s decisions

    It is of no surprise that the Federal Reserve’s inflation target is 2 per cent, a level which was exceeded over the past months. That being said, given the yet unclear economic path and the possible negative market reaction, policy makers are not...

  • Money, money, money

    Money, money, money

    Money money money, must be funny, in the rich man's world. Indeed it is. It might sound strange to people of older generations to know the rate at which money has pretty much become a necessary commodity in our everyday lives. It is hard to...

  • Humility and patience when investing

    Humility and patience when investing

    It is extremely cumbersome to quantify the value of money in a person's life. It is an even greater task to compare the relative importance people give to money. That is because it is all relative. We all live different lifestyles. Have different...

  • Maritime industry has vast untapped opportunities

    Maritime industry has vast untapped opportunities

    This feature has no pretence to be a professional economic analysis of the contribution which the Maltese maritime industry makes to Malta’s gross domestic product. I hope that in the near future the Malta Maritime Forum will be able to undertake...

  • Positive results from Malita plc

    Positive results from Malita plc

    Yesterday Malita plc posted their financial results, delivering improved and positive performances. Two weeks ago I wrote an article highlighting the case for investing in Malita plc, and I’m pleased to report that the company has met and arguably...

  • Renault shares - exciting times ahead

    Renault shares - exciting times ahead

    We maintain our price target of €100 on Renault. We believe the sector as a whole is undervalued, and Renault is one of the best positioned in the industry to continue to benefit from improvements in global growth. Trading on a Price-to-Earnings...

  • Is doing good good for business?

    Is doing good good for business?

    ‘Is doing good good for business’? This is the central theme behind a recent collaboration between the University of Carolina and Fortune, who are offering a joint course called ‘Change the World: Lead with Purpose’. The University’s Business...

  • What the Schuldschein?

    What the Schuldschein?

    Nothing gets the conversation started at weddings and other social events as much as talking finance, aside from maths or physics. Oddly enough, my wedding reception explanation of what a Schuldschein was not the crowd-pleaser I expected it to be.

  • A bitcoin crash or dip?

    A bitcoin crash or dip?

    It seems readers are only interested in hearing abut bitcoin or the foibles of women. In a bid for popularity without being pilloried, this article will stick to bitcoin. First of the bat: if you are reading this to get an opinion of the future...

  • A primer on hedged share classes

    It is becoming increasingly commonplace for asset management companies to launch sub-funds with varying share classes. These could differ for a number of reasons, namely: • Accumulator or Distributor Share Classes• Retail or Institutional Share...

  • High Yield correction - idiosyncratic risk and US tax reform

    High Yield correction - idiosyncratic risk and US tax reform

    For the past months, High Yield (HY) debt continued to register very decent returns for investors. However, as I have opined in my previous writings, asset managers and investors alike have continued to question the sustainability of these returns...

  • Louis Vuitton remains fashionable in equity portfolios

    Louis Vuitton remains fashionable in equity portfolios

    LVMH released their sales and revenue for Q3 17 and once again they smashed estimates.  Having gone through our model, we increased the price target from €225 to €255.  About the Group LVMH Moët Hennessy Louis Vuitton SE, better known as LVMH, is...

  • Financial literacy

    I have been saying for a number of years that education on finance is becoming ever more critical in this day and age, not only for investment purposes but also for our day-to-day financing needs. While the term 'financial education' generally has...

  • BOV, HSBC and IHI lift share index

    The share index trended higher for the second consecutive session with an uplift of a further 0.87% to 4,677.919 points as the three largest equities by market capitalisation trended higher. On the other hand, the other six active equities ended...

  • An outlook after the second quarter results

    Daimler Daimler AG is a multinational automotive organisation headquartered in Germany that released its second quarter financial results for 2017. The results displayed figures that are ahead of expectation specifically, a 10% plus margin on auto...

  • Valeo half-yearly report

    One of the factors that an investor considers before investing in a particular company is the performance its soundness. Following the half yearly reports being issued in the last couple of days, it is the investors’ interest to remain tuned for...