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Beckwith's Blog

URL: http://www.jeremybeckwith.com

Feed: http://www.jeremybeckwith.com/feed/

Type: Individual

Last sync: 11 Hours, 18 Minutes ago

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Latest posts
Board games NEW
Beckwith's Blog 1 Month, 3 Weeks, 3 Days, 3 Hours, 44 Minutes ago
This article was first published in FT Adviser In general the life of a non-executive director on the board of an investment trust is fairly straightforward, anonymous and lacking in controversy. For a few though, and for the directors of Alliance Tr...
4 lessons for Investment Trusts post Patient Capital NEW
Beckwith's Blog 2 Months, 1 Day, 16 Hours, 22 Minutes ago
This article was first published in Investment Week The news that Neil Woodford’s new vehicle, Woodford Patient Capital Trust plc, has raised more money at launch (£800m) than any other UK closed-end investment company in history provides...
General Election 2015 – the story so far NEW
Beckwith's Blog 2 Months, 2 Weeks, 14 Hours, 59 Minutes ago
Officially the UK general election campaign is about halfway done, unofficially of course it is ion the final stages of a marathon that kicked off with the 2014 March budget and its new pension freedoms. There are some signs that the electorate have...
Homogenised bulls NEW
Beckwith's Blog 2 Months, 3 Weeks, 3 Days, 19 Hours, 46 Minutes ago
Using peer pressure to create a stockmarket rally Currency-adjusted, Japan is the best-performing major stock market so far this year. This has continued the uptrend that began in late October of last year, a move that started with the announcement o...
Drifting towards constitutional chaos NEW
Beckwith's Blog 3 Months, 3 Weeks, 5 Hours, 25 Minutes ago
With less than two months now until the UK general election. Typically markets show appear to give little consideration to political events until they are right on top of them, so it may now be appropriate to give some thought to the possible outcome...
Greece – one month on NEW
Beckwith's Blog 4 Months, 1 Week, 1 Day, 19 Hours, 12 Minutes ago
It is now one month since Syriza came to power in the Greek general election. Much has been said across Europe, many meetings held but little has changed. Syriza said, both ahead of and immediately after the election, that they would immediately and...
“Alptraum” – German for nightmare NEW
Beckwith's Blog 5 Months, 3 Days, 15 Hours, 48 Minutes ago
Recent events in Europe have seen many of Germany’s worst fears come true. January 22 saw the ECB finally agree to initiate a policy of Quantitative Easing despite the objections of the German members on the Council. The ECB, supposedly created...
Forgive us our debts! NEW
Beckwith's Blog 5 Months, 2 Weeks, 2 Days, 13 Hours, 9 Minutes ago
An open letter to Messrs. Osborne and Balls Dear George and Ed, Are you seeking a policy that you can surprise markets with on the first day after the General Election, just as Gordon Brown managed when he made the Bank of England independent in 1997...
The Greek New Year NEW
Beckwith's Blog 5 Months, 3 Weeks, 3 Days, 10 Hours, 19 Minutes ago
While Europe relaxed during their Christmas holidays, Greek MPs were unable to elect a new President and a general election has been called for January 25. The opinion polls show Syriza the radical left party with a 3% lead. The Greek parliament has...
Beware of Greeks bearing unwelcome gifts this Christmas NEW
Beckwith's Blog 6 Months, 2 Weeks, 34 Minutes ago
2015 could begin with bad news from Greece. The governing coalition has put forward a candidate for the Greek presidency, and has said that if he is not approved by the end of 2014 then they will call a general election. For the last few months the G...
The German dilemma NEW
Beckwith's Blog 6 Months, 3 Weeks, 1 Day, 2 Hours, 20 Minutes ago
Within the Eurozone, Germany is coming under increasing pressure to approve and adopt policies designed to stimulate the Eurozone economy. This is because (i) Germany is the largest economy in the Eurozone, (ii) since the global financial crisis, Ger...
2014 – A year of change for investment trusts NEW
Beckwith's Blog 6 Months, 3 Weeks, 2 Days, 3 Hours, 9 Minutes ago
The ripples from the implementation of RDR at the beginning of 2013 brought investment trusts under the scrutiny of a broader audience of advisers and investors this year. As a result, investment trust boards have begun to understand there is an oppo...
2015 – a double election year? NEW
Beckwith's Blog 7 Months, 3 Weeks, 6 Days, 16 Hours, 17 Minutes ago
2015 looks set to be a particularly political year, with the possibility of there being two general elections looking increasingly plausible. In the last six months, the strong performance of UKIP in the European elections and the SNP in the referend...
Nippon Europe? NEW
Beckwith's Blog 9 Months, 3 Weeks, 4 Days, 11 Hours, 46 Minutes ago
Angela Merkel’s favourite set of facts about Europe are that it represents 7% of the world’s population, 25% of the world’s GDP and 50% of the world’s social spending. It is this that informs Germany’s insistence that th...
QE: Farewell or Au Revoir? NEW
Beckwith's Blog 11 Months, 1 Day, 1 Hour, 51 Minutes ago
The US policy of Quantitative Easing (“QE”) is due to end later this year. Growing uncertainty about the evolution of monetary policy as the economy strengthens is likely to contribute to increased market volatility. Should QE be bade &ld...
A Quietly Profitable First Half NEW
Beckwith's Blog 11 Months, 3 Weeks, 23 Hours, 26 Minutes ago
At the beginning of 2014 we forecast that investing in markets this year would be less profitable but more volatile than in 2013. So far in 2014 the first aspect of our forecast has been borne out, with most asset classes showing total returns of bet...
UK Company Shares – Go Large NEW
Beckwith's Blog 1 Year, 2 Weeks, 4 Days, 11 Hours, 20 Minutes ago
During the last 15 years, the UK’s largest companies (constituents of the FTSE 100 index) have delivered significantly lower returns than medium-sized companies (in the FTSE 250 index). We believe that this trend will now reverse over the next...
Gilts or Kilts NEW
Beckwith's Blog 1 Year, 2 Months, 1 Day, 18 Hours, 7 Minutes ago
In recent weeks the gap in opinion polls between those in favour and those against Scottish independence has narrowed from about 10% to about 5%. With some months of campaigning still to go, the vote on 18 September looks increasingly likely to be cl...
Too many bulls; not enough beef NEW
Beckwith's Blog 1 Year, 2 Months, 1 Day, 19 Hours, 57 Minutes ago
Since fears about the survival of the Eurozone and potential recessionary impact on the world economy reached a height in September 2011, stock markets around the world have performed strongly. For example, the MSCI World Equity Index has risen by 50...
A Stagnant Europe NEW
Beckwith's Blog 1 Year, 2 Months, 1 Day, 20 Hours ago
The outlook for returns from European shares for the next few years is not exciting, though the level of dividend yields is likely to support current prices, thereby limiting the downside risk in these markets.   The investment implications...