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Beckwith's Blog

URL: http://www.jeremybeckwith.com

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Type: Individual

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Latest posts
Drifting towards constitutional chaos NEW
Beckwith's Blog 1 Week, 5 Days, 7 Hours, 27 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 Weeks, 2 Days, 7 Hours, 14 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 1 Month, 3 Weeks, 4 Days, 3 Hours, 50 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 2 Months, 1 Week, 15 Hours, 11 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 2 Months, 2 Weeks, 1 Day, 12 Hours, 21 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 3 Months, 5 Days, 2 Hours, 36 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 3 Months, 1 Week, 6 Days, 4 Hours, 22 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 3 Months, 2 Weeks, 5 Hours, 11 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 4 Months, 2 Weeks, 4 Days, 18 Hours, 19 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 6 Months, 2 Weeks, 2 Days, 13 Hours, 48 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 7 Months, 3 Weeks, 1 Day, 13 Hours, 53 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 8 Months, 1 Week, 6 Days, 1 Hour, 28 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 9 Months, 1 Week, 2 Days, 13 Hours, 22 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 10 Months, 3 Weeks, 2 Days, 6 Hours, 8 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 10 Months, 3 Weeks, 2 Days, 7 Hours, 59 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 10 Months, 3 Weeks, 2 Days, 8 Hours, 2 Minutes 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...
Beckwith's Blog 1 Year, 1 Month, 1 Week, 5 Days, 21 Hours, 40 Minutes ago
Economic outlook Five years on from interest rates being cut to almost zero in most Western economies, and the introduction of QE programmes in the US, UK and Japan, the global economy finally seems to be moving onto a more secure footing.  Risk...
China Gold; Asia Hold NEW
Beckwith's Blog 1 Year, 4 Months, 2 Weeks, 19 Hours, 14 Minutes ago
One of the themes emerging from the Chinese press in recent weeks has been their call for the world economy to become “de-Americanised”.  This was especially apposite during the debt ceiling crisis when it appeared possible that the...
Banking Matters NEW
Beckwith's Blog 1 Year, 5 Months, 2 Weeks, 6 Days, 11 Hours, 12 Minutes ago
Healthy banks are a critical ingredient in the economic infrastructure that underpins growth and equity market performance.  Today the healthiest banks are found in Japan and Asia and the weakest in the Eurozone.  Thus banks in Japan and As...
Syria – Assad situation NEW
Beckwith's Blog 1 Year, 6 Months, 3 Weeks, 20 Hours, 11 Minutes ago
Syria is a secular state, but the religious breakdown of the Syrian population is approximately 74% Sunni Muslims, 16% Shia Muslims, 10% Christian (source – CIA World Factbook).  However, the al-Assad family which has ruled Syria since 197...