stocks and shares Archives - Philip J Milton & Company Plc https://www.miltonpj.net/tag/stocks-and-shares/ North Devon's Leading Wealth Managers Wed, 25 Sep 2024 13:38:52 +0000 en-GB hourly 1 https://wordpress.org/?v=6.9.1 https://www.miltonpj.net/wp-content/uploads/2018/02/PJMCO-Site-Image-4-100x100.png stocks and shares Archives - Philip J Milton & Company Plc https://www.miltonpj.net/tag/stocks-and-shares/ 32 32 Don’t become an ‘advice gap’ statistic and lose out https://www.miltonpj.net/2024/08/07/are-you-an-advice-gap-statistic/ Wed, 07 Aug 2024 09:00:00 +0000 https://www.miltonpj.net/?p=11386 We’ve talked before of the dubious choice of investors trying to ‘go it alone’ and of the value of sound independent advice across all manner of financial needs. So it is worrying that the numbers of people who sought financial advice last year dropped to only 9% apparently, a drop of 18% on the year. […]

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]]> Election results https://www.miltonpj.net/2024/07/05/election-results-good-luck-to-the-new-government/ Fri, 05 Jul 2024 21:10:28 +0000 https://www.miltonpj.net/?p=11293 I realise this is hot on the heels of the last missive (it’s a short one!) but whatever your politics, I offer my hearty congratulations to Sir Keir Starmer on his success yesterday. The outcome is very decisive and we wish him and all of his soon-to-be-assembled team all the very best in managing our […]

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]]> The politics of investment? https://www.miltonpj.net/2024/06/07/the-politics-of-investment/ Fri, 07 Jun 2024 10:45:56 +0000 https://www.miltonpj.net/?p=11252 So the Dow Jones pushed up again, breaching 40,000 and almost double its March 2020 pandemic low. At the depth of the financial crisis in 2009, it was 7,062. Still, you know my sentiments in the short-term here… what possibly could go wrong over there? How are investments similar to politics? Well, here’s one. Over […]

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]]> Market sentiment and what it means https://www.miltonpj.net/2023/10/26/market-sentiment-what-should-you-do-during-negative-period/ Thu, 26 Oct 2023 12:25:39 +0000 https://www.miltonpj.net/?p=10908 Good afternoon. The horrors from the Middle East have not abated. The whole situation is so sad and it is impossible to predict the outcomes. In ways not seen in past decades and centuries, the inert hatred from certain quarters seems to have also manifested itself across the World, in civilised populations which have embraced […]

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]]> Are the ‘magnificent seven’ seriously over-extended? https://www.miltonpj.net/2023/09/07/is-us-tech-over-extended/ Thu, 07 Sep 2023 14:10:24 +0000 https://www.miltonpj.net/?p=10845 An ‘emperor’s new clothes’ scenario could be applied to US tech stocks, which have been highlighted before in this column and we still feel could be living in an unreality bubble. There was a very interesting article by Peter Atwater, an adjunct lecturer in economics at the College of William and Mary, Virginia, in the […]

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]]> Should you follow the trends? https://www.miltonpj.net/2023/09/01/should-you-follow-market-trends/ Fri, 01 Sep 2023 15:47:11 +0000 https://www.miltonpj.net/?p=10835 Well, more encouraging inflation figures from shop price rises buoyed our market after the Bank Holiday. That said, who noticed that up till then, the global markets had retracted by 5% ($3trillion) in the month (the calculated losses from the S&P500, China’s CSI300 and Europe’s Stoxx600). This was affected by China and its banks’ distress […]

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]]> A good financial adviser will help you stay on course https://www.miltonpj.net/2023/08/30/is-your-financial-adviser-savvy/ Wed, 30 Aug 2023 12:35:51 +0000 https://www.miltonpj.net/?p=10832 The importance of a good financial adviser that understand economics and the mechanics of investing was highlighted recently by a frank interview with multi billion investment house Baillie Gifford. This column has highlighted more than once the need for advisers to help clients understand long term investment strategies and not to rush into knee-jerk reactions […]

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]]> Investment returns and falls https://www.miltonpj.net/2023/06/01/investment-returns-and-falls/ Thu, 01 Jun 2023 16:30:00 +0000 https://www.miltonpj.net/?p=10678 North Devon Business Awards We were delighted to be the main sponsor again for Business Action’s North Devon Business Awards. Well done to Rob Zarywacz and team for a great event and all that volunteer help in assimilating all the applicants and judging them too. Every applicant was a worthy contender but well done to […]

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]]> Ups, downs and in the dog house https://www.miltonpj.net/2022/02/18/investment-funds-in-dog-house-pjm-news/ Fri, 18 Feb 2022 14:23:33 +0000 https://www.miltonpj.net/?p=10069 I was pleased to hear Australia’s second wealthiest man, Andrew Forrest, is starting a criminal prosecution against Facebook for taking money from scammers and then publishing their adverts.It will be wonderful if the case succeeds and then compensation could be the next course for all those who have lost billions. It is not right that […]

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