by Andrew Doherty | Sep 15, 2018 | Insights
AssureInvest’s direct equities portfolio management goal is to achieve attractive long-term returns at lower-than-average risk. We do this by investing in a concentrated and appropriately-diversified portfolio of attractively-valued outstanding businesses. Here we...
by Andrew Doherty | Aug 22, 2018 | Insights
Global economic growth is slowing, weighed by declining spare capacity and steady interest rate increases in the US, debt reduction and increased regulation in China and political risks including trade skirmishes that threaten confidence. However, there is enough...
by Andrew Doherty | Jun 4, 2018 | Insights
Global economic fundamentals remain reasonably healthy with each key region exhibiting solid mild expansion. The United States however is more advanced in its cycle than most and the pace of growth should slow somewhat through next year as interest rates rise and jobs...
by Andrew Doherty | Feb 5, 2018 | Insights
Immediate conditions are conducive to positive returns from growth assets like shares and property. For now, corporate earnings are being lifted through improved economic activity, trade flows and commodity prices. However, investors must be watchful of an easing in...
by Andrew Doherty | Nov 6, 2017 | Insights
2017 marks a significant shift in global policy settings. Since 2009 there has been a long era of extraordinary monetary stimulus through ultra-low or negative official interest rates coupled with the buying of bonds by central banks. Now this monetary accommodation...
by Andrew Doherty | Aug 7, 2017 | Insights
A Goldilocks-like environment for growth assets is provided by key economic variables that are neither too hot nor too cold. The bull market in equities continues, but it is maturing. Corporate earnings are likely to take over from monetary stimulus as the main share...