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Friday Email: 07 July 2017

Every Friday morning our lead analyst Mark Riding sends out his weekly run-down and upcoming events in the investor calendar, like this one:

The FTSE 100 has done pretty much nothing over the past week and ends the week almost unchanged.

Anthony Hilton in the Evening Standard on Wednesday wrote an interesting article about the effects of the end of QE where he described Paul Volker, former Chairman of the US reserve give his view. Worth a look. You can find it here:

http://www.standard.co.uk/business/anthony-hilton-brace-yourself-qe-may-end-with-quite-a-bump-a3580561.html

All I would say is that the investment community comprises hundreds of thousands of investors and Professor Feldstein has made it clear that he thinks markets are overvalued, but the Volker analogy suggests that we are in unchartered territory, so it is very difficult to predict.

The past week has been the quietest of the year so far with little in the way of corporate reporting and only Supergroup producing a dividend increase of note at just over 20%.

The week ahead, alas, is just as quiet with little reporting going on. There is also little on the countdown to get excited about next week.

Having been to Spain recently and used the trains extensively, it was a shock to be back to UK train travel this week on several trips to London where almost everything that could go wrong, went wrong. If you are ever in Spain and want to travel around to see some of the great cities that they have jump on the AVE. You travel at around 300 kmh in great comfort and at the end of it, you will have enjoyed your journey....and it is very good value.

New into DividendMax at the request of members we have:

NB Distressed debt investment fund Ltd (NBDG), JP Morgan Global Convertibles Inc Fund (JGCI) and GCB Asset backed Income Fund Ltd. (GABI)

 

 
This email was originally sent on Friday 07 July 2017

The Friday email is delivered to over 20,000 subscriber’s every week, and remains a widely read run-down of recent events and what investors can expect in the week ahead written by our chief analyst Mark Riding.

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