The bubble has burst for the pandemic winners
Having been the stock market darlings for almost two years, the pandemic ‘winners’ have had a torrid...
Ninety One Global Special Situations
Which funds were the winners in the vaccine bounce?
On 9 November 2021, global stock markets rallied in what was termed the ‘vaccine bounce’. Just seven...
Why the Christmas rush in October?
’Tis the season to start Christmas shopping. Yes, really. A recent report from Klarna found that...
Someone’s wrong: business travel vs Zoom
One of the biggest business changes brought about very quickly by the pandemic was the move from...
adviser only
Face to face with Ninety One Global Special Situations co-managers, Alessandro Dicorrado and Steve Woolley
Alessandro Dicorrado and Steve Woolley took on the management of this fund in January 2016, when it...
Investment strategies explained: which is right for you?
We have officially become ‘those people’ – we now have our milk delivered to our door. I was...
How to invest through rising inflation
US inflation rose more than expected in April with the Consumer Price Index coming in at 4.2%...
Investing in Mothering Sunday
This Sunday is Mother’s Day. The one day each year when we all remember to say “thank you” for...
Is record online spending an investment opportunity?
Early data suggests that US online shoppers spent a collective $9 billion* on Black Friday....
Was yesterday’s vaccine bounce the start of a Santa rally for value stocks?
Global stock markets bounced yesterday on the news that the first set of results from Pfizer’s phase...
Investing in airlines and airports
It’s August. Airports around the world would typically be bustling with passengers heading off on...
Investing in cars and carmakers
After my old banger finally bit the dust last week, we spent Saturday car shopping, and I have to...
The rise of digital payments and how to invest
If you’re an avid reader of millennial money you’ll know Dot, my grandmother. She’s a remarkable 94...
Growth vs value: how much are you willing to pay?
On the whole, I don’t think lockdown has been too difficult for us – and it’s certainly been...
62. Buying great companies at very cheap prices
Having just witnessed the most dramatic stock market falls in living history, Alessandro Dicorrado,...