Q1 2023 Review
The first quarter continued with increases in interest rates by ECB, FED, and Bank of England. Generally these increases were expected...
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Eugen Neagu
- 8 min
Gravity – why we should not fight it!
Uncertainty, risk and investing for retirement As you are probably aware, there has been a lot of volatility in the last few days...
Eugen Neagu
- 8 min
What is going to happen to the stock markets?
I am getting this question from a lot of people, clients, prospects, other advisors etc. Forecasting the future is not easy, however,...
Eugen Neagu
- 4 min
Sharing economy marketplaces
245 years ago, Adam Smith wrote “An enquiry into the Nature and Causes of the Wealth of Nations”, in which he put down his economic...
Eugen Neagu
- 4 min
Spawners – the pinnacle of high-quality investing
“Starting in day one requires you to experiment patiently, accept failures, plant seeds, protect sapling, and double down when you see...
Eugen Neagu
- 3 min
Value investing, but not as you know it - intangible assets
Every now and again, some prospects or new clients will ask us why we do not recommend “cheap companies” for their portfolios. They may...
Eugen Neagu
- 5 min
Why Quality Investing (Part II)
Having described in the previous part what we mean by high quality investing and how we could find these companies, I think it is also...
Eugen Neagu
- 5 min
Doing whatever it takes
This week’s blog is a follow up on the Ray Dalio interview on Bloomberg, where I have added some of my own thoughts based on the balance...
Eugen Neagu
- 4 min
Going negative
The Federal Reserve (FED) has avoided in previous recessions to have negative interest rates. But this seems now to change. On 26 March...
Eugen Neagu
- 3 min
Post coronavirus investing – uneven recovery?
With China relaxing the ‘stay at home’ rules, diners and shoppers started to emerge from the month-long closure of public areas to...
Eugen Neagu
- 2 min
Asset allocation in times of pandemic
Capital allocation is a topic of huge importance, and we believe we need to remain rational (especially now) and use clear thinking for...
Eugen Neagu
- 5 min
What can we expect?
Having read the forecast given last night by Goldman Sachs which explains that the U.S.’ Gross Domestic Product (GDP) will contract in...
Eugen Neagu
- 4 min
Why quality investing?
Stronger portfolio design leads to better outcomes for investors.
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