Read More 3 minute read OOther News No free lunches! An assessment of the risks facing investors in 2022byDominion Capital Strategies17 January, 20221.2K views Last week we took an optimistic view of the upside story for investors this year. But the upside…
Read More 3 minute read OOther News ‘If you can keep your head when all about you are losing theirs…’byDominion Capital Strategies11 January, 20221.4K views The first week of trading on markets in 2022 has seen renewed volatility, continued divergence in sector performance…
Read More 3 minute read OOther News Chickens Coming Home to Roost: Why Valuation Always MatteredbyDominion Capital Strategies13 December, 20211.5K views Quietly, beneath the surface of the daily news cycle, something extraordinary is happening in the stock market. A…
Read More 2 minute read OOther News Overreactions and DistractionsbyDominion Capital Strategies6 December, 20211.7K views We saw broad-based volatility in financial markets last week. Two things were behind this uncertainty: (i) the new…
Read More 2 minute read OOther News Winter is Coming?… Part II: The case for low inflationbyDominion Capital Strategies1 December, 20211.2K views Winter is Coming?… Part II: The case for low inflation With US inflation running at +6.2% in October,…
Read More 2 minute read OOther News Winter is Coming? The case for and against high inflationbyDominion Capital Strategies22 November, 20211.2K views Inflation is running hotter than expected. US inflation was +6.2% in October, the highest since 1991. In Europe…
Read More 2 minute read OOther News Some reasons to be cheerfulbyDominion Capital Strategies15 November, 20211.1K views Investopedia describes a ‘Santa Rally’ as the tendency for share prices to rise into the final weeks of…
Read More 2 minute read OOther News It’s lose-lose or win-win on climate change for investors (and everyone else too)byDominion Capital Strategies8 November, 20211.0K views As we emerge from the pandemic, the world’s attention is turning toward the monumental task of transitioning to…
Read More 3 minute read OOther News The good, the bad… and the fantasticbyDominion Capital Strategies1 November, 20211.2K views Trepidation has certainly crept into financial markets in recent months, and rightly so! We’ve seen a self-inflicted slowing…
Read More 2 minute read OOther News Did last year’s recession create next year’s stock market winners?byDominion Capital Strategies25 October, 20211.0K views The 2020 pandemic forced businesses to radically adjust to lockdowns, restrictions on travel, and the sharpest economic downturn…