It’s not like me to avoid being optimistic but I can’t be relaxed about stocks going forward until I see how China responds to the US President’s decision to sign into law two Hong Kong-related pieces of ..

Don’t try to time the market. If you get the “timing” wrong, as most people will, it will seriously affect the returns from your equity portfolio.

Last Friday I was invited to the annual Sohn Hearts & Minds conference in Sydney. From two of the world’s best investors and a number of fund managers, I gained many insights that I share with you below.

It’s been a week of disappointment for those of us long banks and long Donald Trump and his trade deal.

For anyone who attended our Income Conference recently or for those subscribers who couldn’t make it, here’s the video of our fixed interest Masterclass hot off the editing press!

I don’t hold the view that stocks will rise 30% but I am waiting with bated breath to see how much the market will rise.