The bull market may be a little long in the tooth. But it’s not over yet, says Merryn Somerset Webb. And the huge productivity boom from widespread digitalisation will prolong it further.
Articles written by Merryn Somerset Webb
MoneyWeek likes investment trusts. We write about them every week. However, now might be a good time to remember what it is that makes them special.
If you own a Woodford fund, what should you do now? And what of the other stocks affected by the former “star” manager’s current woes? Merryn Somerset Webb has the answers.
Some people think Neil Woodford has been an unfortunate victim. But he’s no such thing, says Merryn Somerset Webb. He broke some of fund management’s most fundamental rules and his investors are paying the price.
Neil Woodford’s failure isn’t just a result of poor performance, says Merryn Somerset Webb. It’s down to a failure of governance and the very structure of the fund itself.
These days, if you want to be in the growth game you need to be invested in private markets. But that’s a worrying trend, says Merryn Somerset Webb.
Regulatory action against the big tech companies should serve as a warning to investors of just how fragile these stocks’ valuations are.
The frankly stupid idea that pension-fund cash should be available to be used for a house has reared its ugly head again. It should be fiercely resisted, says Merryn Somerset Webb.
For all the noise about Brexit, Britain’s economy is very resilient, with good GDP growth; unemployment at its lowest for 44 years; and retail sales up more than 5% year-on-year.
Record high employment means that businesses are turning to automation – Merryn Somerset Webb asks Walter Price of the Allianz Technology Trust about the best ways to invest.