Browsing: market

I must admit that this is one of the most challenging markets I have experienced in my professional career. Investing has always involved uncertainty, but today’s environment feels different because it is being driven less by company specific fundamentals and more by broad macroeconomic themes that can dominate market performance for months at a time…

Worried about a potential stock market crash? I wouldn’t blame you. On Friday (19 July), I spotted headlines describing markets as a “bloodbath”, with more than $1trn wiped off Wall Street valuations at the open. I was sunning myself on a beach at the time and checked my portfolio expecting mayhem