3 investment journeys.
Which one do you prefer?
Probably number 3, right?
Truth is they’re the same journey - the stock market in 2020.
The difference is frequency of measurement:
1. daily
2. monthly
2. yearly
The less you look, the less volatile the markets seem 📈
The latest quarterly Guide to the Markets has just been released by @jpmorgan
If you’re interested in the global economy/investing on your own account - or because you advise clients, it’s essential reading .
71 pages of useful data but I distilled it to a brief thread 👇🏻
At least he's not in charge of anything important anymore...oh wait!!
Ex-FCA chief Bailey ‘fell asleep’ in pensions mis-selling meeting https://t.co/5uIfjtquG1
This month is #BrainTumourAwarenessMonth 16,000 people a year are diagnosed with a brain tumour and of those only 12% survive beyond 5 years. This isn’t good enough and more money must be invested in fighting this truly awful disease. #RouxsArmy
If you like a lively investment committee meeting, check out A Punch in the Face, the latest skirmish from Assetfirst. It’s not quite #JACKIEWEAVER , but still worth a listen
https://t.co/c1sGbtiypt
This month’s Assetfirst pod discusses: Are US equity prices overcooked?
Do the low UK equity valuations signal danger?
Should we still hold property?
We grade the central banks after their first 6 month responses to the pandemic. https://t.co/Ka7C1sA50V
So we’ve just released the latest thoughts of our investment committee. Listen in to our post election analysis of market expectations for 2020. https://t.co/THIIlmn77R
Listen to the latest thoughts from our investment committee. It’s mostly up to date, apart from the bit about the rugby, which provides an excellent illustration of why not to make short term bets based on market sentiment! https://t.co/Fg15BeXQev