Alan Green joins the Podcast as we await trading in Coinbase, the cryptocurrency dealing platform which could be valued at $100bn.
The Coinbase IPO marks the move of cryptocurrencies to the mainstream and we question what it could mean for assets such as Bitcoin if investors view Coinbase's listing as a 'buy the rumour, sell the fact' moment.
Major investment banks and institutional investors have changed their stance on Crypto with this IPO, many who warned against investing in the assets, or even called them a Ponzi scheme, are now showing interest and working them into their business models.
After the busiest...
Recent data from the The Investment Association revealed UK retail investors took a further £1 billion out of UK Equity Funds in February. This means retail investors have removed a total of £18 billion from UK Equity Fund since 2016 and the decision to leave the EU.
We question whether Retail investor are simply driven more by sentiment around the UK or misunderstand the composition of UK markets given the significant level of revenue earned outside of the UK by FTSE 100 companies.
Whilst investors took cash out of UK Funds they added to Global Funds meaning UK Retail investors may...
Alan Green joins the Podcast as we discuss and review UK Equity Markets in the first quarter of 2021.
Despite the FTSE 100 posting gains of around 4% in Q1 2021, London's leading index has traded largely sideways within a range. However markets have experienced bouts of volatility on concerns over COVID-19 and rising bond yields providing plenty of opportunity for positioning for the rest of the year.
Travel and Leisure shares were, unsurprisingly, among the top risers in the first quarter alongside those industries that fall into the 'value share' category such as banks, financials and commodities.
We touch on the...
Alan Green joins the Podcast as news filters through Burberry has been the first British luxury brand to feel the wrath of China over pressure on their human rights abuses. This follows similar action against Nike which sent the sports brand share price spiralling.
In a Podcast packed full of commodities companies we look at the potential for China to damage the business model's of FTSE 100 miners who export commodities from Australia to China. China has recently put restrictions on Australian exports and has managed to find alternatives from other neighbours.
If they decide to ramp up restrictions as part...