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Tom Stevenson

Are changes in the landscape for investors really different this time?

Everyone knows that the four most dangerous words in investment are ‘it’s different this time’. Sometimes, it is. More often, things end up much the same. Tom Stevenson looks at the challenge of knowing which it will be.

20 May 2022 | Tom Stevenson
History may be rhyming, but should you really opt to sell in tech?

History may be rhyming, but should you really opt to sell in tech?

It’s déjà vu, from the renewal of the Cold War to a 1970s-style energy crisis. Now comes a re-run of the 2000-2003 technology sell-off. History may not repeat itself, but it’s rhyming. Tom Stevenson explores the latest on the drop in technology shares.

19 May 2022 | Tom Stevenson
Six reasons why buying in 2022's global shares' dip may make sense

Six reasons why buying in 2022's global shares' dip may make sense

Buying the dips is less obvious today than it has been because investors are worried that there might be something fundamentally wrong with the global economy right now. Here are six reasons to believe that buying in 2022's global shares’ dip may make sense.

06 May 2022 | Tom Stevenson
The FAANGs - are earnings in the tech sector a one size fit all?

The FAANGs - are earnings in the tech sector a one size fit all?

Company results are in from Meta, Alphabet, Amazon, Apple and Microsoft. Throw in the recent catastrophic miss from Netflix and you’ve completed the set - the group of companies that investors lazily known as the FAANGs.

03 May 2022 | Tom Stevenson
The yield curve: a crystal ball for the next recession?

The yield curve: a crystal ball for the next recession?

Ask an investor what they would most like to know in advance and the timing of the next recession might be high up their list. The correlation between the ups and downs of the stock market and the ebb and flow of the economy is not exact but there is clearly a link. Recessions are bad news for investors. Seeing them coming would be very useful.

12 April 2022 | Tom Stevenson
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