Friday, 8 May 2020

Weekly links

Busy week...lots of analysis to do, reports to write and conference calls to participate in.  All good fun though.

Naturally though still time to undertake my normal roster of publicly available investment commentary and insights.  I appeared on the Vox Markets podcast here and talked about many pertinent matters in the UK investment markets, including the suspension for around 18 months of the BT Group dividend. 

I also kept up my regular flow of articles on the ShareProphets website.  My three favourite articles were...

Hotel Chocolat is still reaping the benefits of panicking early...

Halfords suggests I am not the only one getting on my bike

Metro Bank continues to not help itself

...which you can read here, here and here. 

You can also read my article After Lockdown for one of my corporate partners here. 

As I note in the article (and with reference to the graphic below)

Not all of the answers will become apparent in May or even this year but for investors looking out over the totality of the 2020s, there is clearly opportunity after the coronavirus. All you have to do is stay calm, consider new/regular investment flows and believe in human ingenuity over time.

Schroeder Research

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