Robert Swift

Insurance: A Rare Winner from Higher Interest Rates?

Insurance: A Rare Winner from Higher Interest Rates?

25 Feb 2024Economy, Market Insight

It’s a common investing belief that higher interest rates are a negative for stocks. As the world’s most famous investor Warren Buffett creatively described at the Berkshire Hathaway (NYSE: BRK.B) 2013 annual general meeting, “Interest rates are to asset prices, you...

Top 3 International Shares for 2024

Top 3 International Shares for 2024

6 Feb 2024Communication, Stock Insight

Global equity markets finished the year on a tear as investors gained confidence that inflation had abated and interest rate hikes were in the rear vision mirror. There was a clear bifurcation however, with the bounce led by a small number of suspects (we’re looking...

Japan: Is Now the Time to Invest?

Japan: Is Now the Time to Invest?

21 Sep 2023Economy

Japan went through an historic boom that peaked in the late 1980s and early 1990s. Asset prices rose at an incredible pace, with the price of land absolutely rampant, increasing by as much as 5,000 per cent between 1956 and 1986. So distorted were land prices that...

UBS: One of the Best Deals in History

UBS: One of the Best Deals in History

14 Sep 2023Bank, Stock Insight

UBS: One of the Best Deals in History 14/9/2023   One of the biggest fallouts from the banking crisis earlier this year was the merger between Swiss banking giants UBS (SWX: UBSG) and Credit Suisse. Following heavy pressure from authorities worried that Credit...

NVIDIA Delivers Blowout Earnings – Is it Enough?

NVIDIA Delivers Blowout Earnings – Is it Enough?

31 Aug 2023Stock Insight

NVIDIA Delivers Blowout Earnings – Is it Enough? 31/8/2023   The anticipation was beyond high going into NVIDIA’s 2Q 2023 earnings result last week. Artificial Intelligence, or AI, has been the phrase on everyone’s lips in the investment community since the...

Forget FAANGs, It’s Time to QUAKE

Forget FAANGs, It’s Time to QUAKE

12 May 2022Stock Insight

Over the past few years investors that owned the much-coveted “FAANG” stocks would have been amongst the most popular people in the room. Fast forward to today and the NASDAQ is down -26% YTD; Facebook, now known as Meta Platforms (FB.NASDAQ), alone is down over -40%...

Needs Not Wants?

Needs Not Wants?

27 Apr 2022Market Insight

Robert Swift takes some time to look at portfolio allocation in the context of the current global climate; now focussing on investing in the 'needs' and not 'wants'. ​Most risk assets have had a decent fall this year. Long overdue and somewhat predictable perhaps but,...

Equities As an Inflation Hedge? Choose Wisely Though

Equities As an Inflation Hedge? Choose Wisely Though

6 Jun 2021Market Insight

Robert Swift takes a look at the current situation around inflation and looks at how we can invest to maintain our spending power in real terms. A must read for those now receiving next to nothing for their bonds and fixed income. ​​Inflation is here. It really never...

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