I have been thinking about the nightmare carry trade scenario. In other words, what is the worst possible situation for carry trade players? For those unfamiliar with the term ‘carry trade,’ I will use the …
The global economy continues to rely upon American consumers borrowing to buy goods they don’t need that are mostly manufactured in China. It is now well understood that their willingness to do this and live …
Most City people seem pretty relaxed about this month’s shake-out in the markets. The general view is that it was overdue. Investors had become so complacent about risk that they hardly cared whether they were …
Mark Hall, manager of the UK Select Growth Trust, Rensburg Fund Management, tells MoneyWeek where he’d put his money now. Markets around the world took a bit of a hit last week, but overall, UK …
Rupert Foster, chief executive of FM Capital Management tells MoneyWeek where he’d put his money now. There are some interesting product wars taking place at the moment that most consumers are probably aware of. In …
Mark Slater, chairman of Slater Investments Ltd tells MoneyWeek where he’d put his money now. Over the past eight weeks, most small and midcap stocks have suffered significant corrections. Investors scrambling to lock in gains …
Francis Brooke, manager of the Trojan Income Fund for Troy Asset Management tells MoneyWeek where he’d put his money now. The UK stockmarket is shaping up to produce a modest positive return for the year. …
Bradley Mitchell, UK Equities Fund Manager at Royal London Asset Management tells MoneyWeek where he’d put his money now. One of the strongest recent trends in the stockmarket has been firms returning surplus cash to …
Tom Carroll, manager of the Schroder UK Select Growth fund tells MoneyWeek where he’d put his money now. Investors are worried about a global economic slowdown in 2005. I believe these concerns are overdone. I …
Mark Hall, fund manager for Rensburg Fund Management’s UK Select Growth Trust tells MoneyWeek where he’d put his money now. The recovery in the UK equity market in 2003 was welcome, but the big move …