Alastair Winter
volatility-investment-assets-marketexpress-in

Volatility & rotation between different investment assets

Warnings of volatility are issued too often and I try to avoid them. Nevertheless, looking at the London Stock Exchange’s Risers and Fallers these days can make one’s eyes water. Last week I wrote a piece...

august-stocks-marketexpess-in

August is a Wicked Month

It is 53 years since Edna O’Brien published her harrowing novel ‘August is a Wicked Month’ and I have borrowed the title several times over the years. As this month claims more and more casualties...

uk-eu-brexit-marketexpress-in

Brexit is binary but not yet

I think most people would agree that the Brexit process has not gone well so far. However, blaming Mrs May and her hapless ministers is perhaps too simple an explanation. After 45 years of integration...

italy-matteo-salvini-marketexpress-in

Letter from Italy – No more Mr Nice Guy

Silvio Berlusconi was famously derided for claiming in the aftermath of the Great Financial Crisis that all was well in Italy as the restaurants were as full and the beaches as crowded as usual. Subjective...

applecar-investing-marketexpess-in

Time for Applecart Investing

Right now, investing profitably is getting riskier and investors would do well to look out for developments that could cause major upsets. Avoiding them or limiting the damage to others from them might be called...

global-economy-inflation-growth-marketexpress-in

Global economy: Growth and inflation peaking?

So far the US, China, Euro Area, France, Italy, Spain and the UK have reported the first cut of Q1 GDP growth and all are either the same as for Q4 or lower and some...

trump-honeymoon-marketexpress-in

Peak Trump: honeymoon drawing to a close?

On the domestic front, Mr Trump’s undoubted major achievement has been to push ‘yuge’ tax cuts though a Republican Congress without conceding savings on federal spending. This certainly boosted equity prices and it seems many...

brexit-single-market-marketexpress-in

Brexit: Single Market or bust

The negative economic impact of Brexit has so far arisen from uncertainties inhibiting business investments and consumer spending, but, of course, major disruptions have not yet occurred because the UK is still a member of...