Finding value and maintaining confidence in a FOMO world

December 20, 2021

Join host Toby Potter of IMAP with Nick Kirrage of Schroders and Jonathan Ramsay of InvestSense as they discuss value as a style, and as a driver of conviction when investing.

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How to define value

Join host Toby Potter of IMAP with Nick Kirrage of Schroders and Jonathan Ramsay of InvestSense as they discuss value as a style, and as a driver of conviction when investing. Key topics include:

What does value investing mean to you?
To what extent are growth and value used as inputs in the decision making around amounts invested into global equity markets?
Is there a target period to hold any particular investment?
Inflation scenario’s
The likely direction of rates in major markets

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Weekly Market Update

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Weekly Market Update

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Stocks Stumble, Bonds Steady as Growth Fears Loom

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Markets Slammed By Hawkish Rhetoric Despite Pause From The Fed

August 2, 2024

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Sticky Inflation Concerns Put Markets on the Back Foot

August 2, 2024

Last week markets were down again, reflecting the trends that took root in September - long-term yields pushing higher with markets on the back foot.

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Riding the Market Rollercoaster

August 2, 2024

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Rising Rates Rattle Stocks as Geopolitical Risks Emerge

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Bad news equals good news

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‘Buy the dip’ opportunism start surfacing

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The US market finally market caught a bid last week. Early in the week the market was down few percent after an earnings miss by ad dependent social media platform Snap (of Snapchat fame) combined with weak guidance raised more doubts about the economy and economic resilience of tech companies.

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US momentarily dips into official bear market territory

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The seventh negative week in a row for the US sent it briefly into official bear market territory before it recovered slightly late on Friday. The world’s largest stocks (Apple, Microsoft Amazon and Google) are all down 25%.

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How Mark Lewin saved 13 hours a week with Managed Accounts

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Mark Lewin was a financial planner, but is now the Director of Back Office Heros. In his planning business he gained significant efficiencies by recommending and implementing managed accounts for his clients. He tells us how...

Finding value and maintaining confidence in a FOMO world

Markets Slammed By Hawkish Rhetoric Despite Pause From The Fed

Sticky Inflation Concerns Put Markets on the Back Foot

Riding the Market Rollercoaster

Rising Rates Rattle Stocks as Geopolitical Risks Emerge

Stocks Stumble, Bonds Steady as Growth Fears Loom

October's Financial Flux: A Precursor to Change in Investor Fortunes

Global Economic Sentiment Shifts as US Data Strengthens whilst Eurozone Data Weakens

US Markets Closed Flat, China Stabilizes, and the End of Monetary Tightening in Europe?

Markets Slammed By Hawkish Rhetoric Despite Pause From The Fed

Sticky Inflation Concerns Put Markets on the Back Foot

Riding the Market Rollercoaster

Rising Rates Rattle Stocks as Geopolitical Risks Emerge

Andrew Hunt's visit to New York and some key implications for global markets

Helping your clients assess the climate impact of their Portfolio

Carbon credits and investing – is it the outcome we expect?

Better World makes a difference with investment in renewables

Bad news equals good news

‘Buy the dip’ opportunism start surfacing

US momentarily dips into official bear market territory

How Mark Lewin saved 13 hours a week with Managed Accounts

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