Austyn's Insights

Austyn's Insights

Further to our ‘taking stock’ initiative at the end of last year, we were able to take some profit and park this safely for the start of 2018. Taking the view that “a profit’s not a profit until it’s taken” worked pretty well because towards the end of January, things changed. During February we had

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Austyn's Insights

During that time, it was all about making your fortune in the City. I had landed a job at one of the biggest merchant banks around, SG Warburg, in a bid to become a Eurobond trader. With the ‘Big Bang’ and computerisation, everyone was talking about black boxes and algorithms: ‘nothing could go wrong anymore.’

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Austyn's Insights

Withdrawing historic levels of market stimulus On Wednesday night, Janet Yellen, the chair of the US Federal Reserve, gave a hugely important press conference in which she confirmed that the Fed would start ‘the great transition’ from quantitative easing to quantitative tightening. This was an historic moment because since 2008 huge amounts of money have

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Austyn's Insights

The UK election news this morning means that things will be fluid over the coming months. Here are some initial thoughts with more to follow next week. 1. Portfolio positioning is already in place, leaning to the cautious, with plans in reserve to take advantage of any volatility. 2. Diversification and adaptability will play a

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I hope you are well and this quarter I’m writing slightly later because I wanted to squeeze a bit more out of the Trump Rally before we begin to park some profit. Since the Brexit referendum last June our currency has devalued some 15% and this has boosted our stock market, and in the USA

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US and UK Flags

This is just a short update on what I have been doing behind the scenes, in devising strategy for the coming year. The key to what we do, is in the diversity of asset allocation, and keeping a closer eye on things. By being adaptable we are able to curtail what might have drifted and

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Austyn's Insights

Data is Pointless, Information is Meaningless, Insight is Wisdom. One of my key roles in overseeing client relationships is to provide clarity, and to help clients sift through the noise. Data is momentary, it flicks across our screens. Information is daily and summarises the data, which over time will provide some knowledge. However, people can

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Important Information

 
The following ‘market insight’ publications are not intended as investment or financial advice.

Austyn Smith Associates Limited and its officers are not responsible for any subsequent investment or financial advice given based upon the information supplied. These documents should not be published in hard copy, electronic form, via the web, or in any other medium accessible to the public, unless authorized by Austyn Smith Associates Ltd to do so.

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Opinions expressed whether in general or both on the performance of individual funds and in a wider economic context, represent the views of the contributor at the time of preparation. They are subject to change and should not be interpreted as investment advice.

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