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Tag Archives: Comment

What will an election mean for the UK stock market?

The UK stock market and the pound are already pricing in a mountain of political risk. Equities listed in London are under-owned by global investors and sterling is flirting with multi-decade lows. But, if Boris Johnson manages to get the election he wants, could a fractious campaign actually make things …

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Momentum recovers

Momentum investing has begun to pay off again. In the second quarter my no-thought momentum portfolio (which comprises the 20 biggest rising stocks in the 12 months to March) rose by 4.3 per cent. In itself, this is only slight outperformance of the FTSE 350. But it is significant. Last …

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