Last week we wrote about asset allocation for the coming year (2020) on a holistic basis. This week we would like to build on that topic and examine the context that surrounds equities headed into the new decade.
With apologies to Canned Heat and Jack Kerouac, Robert Swift has penned some of his observations from his recent travels through Europe and how these have influenced his thinking when it comes to investing. This week we move to Germany and the EU.
This week we would like to revisit that age-old topic, and perhaps one of our recurring favourites, asset allocation. This is a topic made especially pertinent given the unprecedented low-interest rates combined with high valuations across both equities and fixed income.
With apologies to Canned Heat and Jack Kerouac, Robert Swift has penned some of his observations from being on the ground in Europe recently and how these have influenced his thinking when it comes to investing. This week we start with the UK.
This week we would like to discuss a topic that is probably one of the most contentious and hotly debated in the investing world at the moment. This is the future of retail, specifically the commercial viability of the traditional retail sector in the face of increased competition both as a result of online (i.e. the Amazon effect) and low cost providers such as Aldi.
Markets & Commentary
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TAMIM Asset Management provides general information to help you understand our investment approach. Any financial information we provide is not advice, has not considered your personal circumstances and may not be suitable for you.