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The hidden Russian equities in your portfolio
Editor's letter The odds are that, however strongly you feel against it, you hold Russian equities in your portfolio. Merryn Somerset Webb explains why.
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Beware: things are not normal
Editor's letter With markets are all over the place, it is hard for investors to know what to do. But there is a strong chance that the assets that have done well over the last few years won’t do the same over the next few.
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The market is gradually coming to its senses
Editor's letter Rising inflation is making markets focus on "jam today" over "jam tomorrow" with investors switching from growth stocks to value stocks.
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We need to invest in renewables – but we need to invest in oil and gas, too
Editor's letter We need heavy investment in renewable energy, says Merryn Somerset Webb. But we also need continued investment in fossil fuels, to keep prices low and limit hardship on the way to net zero.
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Inflation could soon start to hurt
Editor's letter Inflation is not going away. And with people's wages not keeping up, things are going to start to hurt, says Merryn Somerset Webb.
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Making money is about to get much harder
Editor's letter Soaring inflation, geopolitical risk, bubbly stockmarkets - getting a return on your investment is going to get much more difficult – but not impossible, says Merryn Somerset Webb.
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Inflation: now we really have something to worry about
Editor's letter We’ve been worrying about a sharp rise in inflation for years, says Merryn Somerset Webb – now, we finally have something to worry about.
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The long-awaited return of value stocks
Editor's letter For a few years we’ve been wondering when the gulf in valuation between “growth” stocks and “value” stocks will close. It might finally be happening, says Merryn Somerset Webb.
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How to invest as we move into a new era
Editor's letter As we move away from pandemic panic and into world of risk acceptance, higher energy prices and higher interest rates, your priority as an investor should be to protect the real value of your assets.
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