Tuesday, February 19, 2019

Korn Ferry: Brexit's $1 Billion Weekly Price Tag

Brexit has become a nail-biting game of high-stakes poker, and it might be costing Britain big-time.

While the deadline for Britain and the European Union to reach a trade deal is inching dangerously close to the March 29 “leave” date, the costs to the British economy are rising. Already the tab is expanding at blistering rate: £800 million ($1 billion) a week, according to Bank of England estimates. In addition, the United Kingdom’s economy is slowing. It grew at a paltry 1.3% annualized rate in the latest reading, the slowest pace since 2012, according to government data. Read more here.

TheStreet: Why The Pain Isn't Over Yet for Emerging Markets

By SIMON CONSTABLE

Emerging markets took a beating last year, and despite a recent respite, the pain likely isn't over. 

Friday, February 15, 2019

Barron's: Looking to Reverse Its Slide, Austrian iPhone Supplier Pushes Beyond Apple

By SIMON CONSTABLE
Austria’s AMS was one of many Apple suppliers hit by soft iPhone sales last year. The company, once known as austriamicrosystems, produces 3-D sensors and laser technologies used in smartphones.
The shares (ticker: AMS.Switzerland) have dropped 74% over the past year versus gains of 3.7% for the S&P 500, according to Morningstar data. Both figures include dividends. Read more here.

Briefings Magazine: A New Order of Chaos

By SIMON CONSTABLE

It all seems like it’s unraveling at once. Talk to leaders in Berlin, Bangalore, Boston, or anywhere else trying to do business and the conversation quickly comes around to how there’s so much … disorder. Troubles in Turkey, a Middle East morass, trade disputes, unpredictable leaders, populist protests—it’s all happening at once. It’s making people pine for the halcyon days of 2016, when there was only a US presidential election and a Brexit referendum that caused potential upheaval. Read more here.

xkcdCC BY 2.5, via Wikimedia Commons


Saturday, February 9, 2019

TheStreet: 3 Reasons to Buy Gold

By SIMON CONSTABLE

Wobbly stock prices are sending many panicked people running scared for gold, sending prices for the yellow metal soaring. Savvy investors should follow suit.
The World Gold Council recently reported that investors sank $3.1 billion into gold-backed exchange-traded funds for the second month in a row during January. That's the fourth consecutive month of net inflows for gold ETFs, with the overwhelming majority of the cash coming from North America over the period. Read more here.
Photo by Zlaťáky.cz on Unsplash


Friday, February 8, 2019

Barron's: An Italian Tire Maker With a High-Performance Stock

By SIMON CONSTABLE

Pirelli could provide investors with a smooth ride higher. 
The stock (ticker: PIRC.Italy) looks set to rise in the next 12 months, propelled by rising earnings as the company shifts to higher margin products and benefits from the increased demand for performance tires. In addition to a roughly 20% gain, a rising dividend should add 4.5% next year for a total return of about 25%. Read more here.
Photo by Vincent Camacho on Unsplash

Monday, February 4, 2019

WSJ: Two Trendy Cash Phrases

By SIMON CONSTABLE

A shift in the markets means investors may hear the following phrases used more often this year: The first is “Cash as a Reasonable Alternative,” and the second is the acronym CITA, which stands for “Cash Is the Alternative.” Read more here.

Photo by Giorgio Trovato on Unsplash