Hugh Sergeant's Blogs

Banks - time to move on?

Posted by Hugh | 16:43:21, 17 January 2012

Banks are an essential part of all successful economies.

Read more

The anti-bubble

Posted by Hugh | 09:35:48, 22 December 2011

 
This is my name for the equity market at the moment.

Read more

Value will be back

Posted by Hugh | 16:37:11, 20 December 2011

 It has been a difficult time for traditional, value led investors.

Read more

Is volatility a sensible measure of risk?

Posted by Hugh | 10:17:34, 15 March 2011

Volatility measures dominate the analysis of investment risk.

Read more

Crazy times!

Posted by Hugh | 14:06:25, 14 September 2010

These are crazy times in the relationship between bonds and equities.

Read more

Why now is the time to buy UK equities

Posted by Hugh | 14:54:18, 13 September 2010

 A few weak macro numbers and many are convinced that we are already in a ‘double-dip’.

Read more

BP

Posted by Hugh | 08:55:53, 03 June 2010

It is rare indeed for the share price of very large companies to fall ‘out-of-bed’ in response to a one-off event.

Read more

Time to buy UK focused companies

Posted by Hugh | 15:35:35, 25 March 2010

Be warned! The next time I am asked how much of my UK Equity Fund is non-UK I will use expletives! Everyone wants my portfolio to be made up of companies that operate outside this country - Brazil, China, India and Siberia are all considered better than UK domestic business.

Read more

Whatever the bears say I’m buying units in my funds

Posted by Hugh | 12:36:01, 22 February 2010

The bears are on the prowl again – US rates are going up, Greek bonds are going down and all developed nations are bust, aren’t they?

Read more