Bespoke Investment
46 results

Stocktake: Extended markets need a breather after big gains
- Personal Finance
- November 24, 2020, 05:10
Stocks soared following Pfizer’s excellent news regarding its Covid-19 vaccine a fortnight ago. On Monday last week, gains were much more limited fol(...)

Stocktake: Vaccine news brings respite for value stocks
- Personal Finance
- November 17, 2020, 05:40
Pfizer’s Covid-19 vaccine announcement last week finally brought some respite for value stocks that had been battered in 2020. Bespoke Investments no(...)

Stocktake: For stocks, it’s been ‘America first’ under Trump
- Personal Finance
- November 10, 2020, 05:50
For stock markets, it really has been a case of “America first” under Donald Trump. Back in November 2016, the US accounted for 36.5 per cent of globa(...)

Stocktake: Correction time for stock markets
- Personal Finance
- September 29, 2020, 05:40
September has lived up to its reputation as the ugliest month of the year for stock markets, with the S&P 500 suffering its first double-digit cor(...)

Stocktake: Are global equity valuations getting lofty?
- Personal Finance
- June 23, 2020, 05:00
Global stocks are looking increasingly pricey. After rallying almost 40 per cent, the MSCI World Index is now just 9 per cent below February’s all-tim(...)

Stocktake: Market volatility falls but remains sky high
- Personal Finance
- April 14, 2020, 05:30
It may seem like markets have calmed down recently. However, while market activity was undoubtedly much more frenetic in mid-March, volatility remains(...)

Stocktake: In numbers
- Personal Finance
- March 31, 2020, 05:40
18 – The average S&P 500 stock in the bottom decile of recent performers gained 18 per cent during last Tuesday’s “dash for trash”, says Bespoke I(...)

Can the longest bull market in history defy the doubters?
- Personal Finance
- August 28, 2018, 05:00
The US bull market that began in March 2009 last week became the longest in history. Does it matter? Is age irrelevant? Or should investors be concern(...)

Stocktake: Should investors fear rising oil price?
- Personal Finance
- May 29, 2018, 05:45
Surging oil prices are attracting the attention of investors, with UBS the latest bank to debate what a $100 oil price would mean for the global econo(...)

Herd mentality is driving stock markets
- Personal Finance
- February 20, 2018, 08:00
The herd instinct is alive and well, judging by the latest Merrill Lynch monthly fund manager survey. In recent months, the percentage of fund manager(...)