Eugen Neagu8 minWhat 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 Neagu4 minSharing economy marketplaces245 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 Neagu4 minSpawners – 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 Neagu3 minValue investing, but not as you know it - intangible assetsEvery now and again, some prospects or new clients will ask us why we do not recommend “cheap companies” for their portfolios. They may...
Eugen Neagu5 minWhy 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 Neagu5 minDoing whatever it takesThis 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 Neagu4 minGoing negativeThe Federal Reserve (FED) has avoided in previous recessions to have negative interest rates. But this seems now to change. On 26 March...
Eugen Neagu3 minPost 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 Neagu2 minAsset allocation in times of pandemicCapital allocation is a topic of huge importance, and we believe we need to remain rational (especially now) and use clear thinking for...
Eugen Neagu5 minWhat 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 Neagu4 minWhy quality investing?Stronger portfolio design leads to better outcomes for investors.