Sunday, 16 April 2017

Stories we should be thinking about

Stories we should be thinking about

Here are a few finance and related stories to be thinking about ahead of the new working week...

Macro matters:

Happy Easter…and given the generally positive returns year-to-date it could be a happy financial year for investors. 

(h/t @jsblokland and from Schaeffer's Investment Research / @schaeffers )

Well especially as in most countries/regions outside of the US and EM EMEA are showing earnings pushing up returns rather than valuations. 



(h/t @callum_thomas)

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