Showing posts by Oliver Smith

Investment officeNovember 11 2020

Investment Update: Vaccines, Biden and fiscal stimulus

Barring a successful series of court cases, the Biden-Harris US Presidential victory is confirmed. This week’s Pfizer vaccine announcement has given us a taste of how markets might perform from here.

3 mins read

Investment officeOctober 7 2020

Investment Management Update: Lessons from Iran – what happens to equities when the money supply goes out of control?

In 2020 asset prices have been supported by widespread money creation. This has staved off a worse economic collapse, but raises the prospect of an inflationary outlook. Iran offers an interesting case study on what can happen to equity markets.

3 mins read

Investment officeAugust 19 2020

Investment Update: Can anything stop Big Tech?

The S&P 500 is increasingly dominated by new-economy technology firms, with high cash balances, minimal debt, and expensive valuations.

3 mins read

Investment officeJuly 22 2020

Lessons learnt: the EU countries finally pull together

A decade on from the global financial crisis and the leaders of the EU countries have decisively changed tack. Oliver Smith discusses how EU countries are finally pulling together.

2 mins read

Investment officeMay 13 2020

European Disharmony

Oliver Smith, Investment Director at Sandaire addresses a number of current tensions resulting in European Disharmony and how, to get through the next few months, Europe will need greater solidarity than at any point in the last 50 years.

2 mins read