Author stories Proactiveinvestors Author stories RSS feed en Wed, 21 Feb 2018 02:51:22 +0000 Genera CMS (Proactiveinvestors) (Proactiveinvestors) Small cap spotlight: Advanced Onco, Midwich Group and Prairie Mining Small cap expert Alan Green casts his eye over Advacned Oncotherapy PLC (LON:AVO), Prairie Mining Ltd (LON:PDZ) and Midwich Group Plc (LON:MIDW).

Fri, 17 Nov 2017 13:00:00 +0000
London Finance Show: ‘Rate rise nailed on but look out for comments’ Tim Harrison, head of wealth management at Linear Investments, tells the London Finance Show that Mark Carney and the Bank of England will almost certainly hike rates and that focus should be on the subsequent commentary from the bank.

“It will be interesting to see what comments are made as to any sort of guidance for the future,” says Harrison.

“A lot of pundits are suggesting were going to see a number of rate rises over the next couple of years so it’ll be key to see if [Carney] alludes to anything more formative.”

Elsewhere, he discusses: the “basket case” that is Carillion PLC (LON:CLLN); sterling’s prospects post BoE meeting; RBC’s downgrade of Fevertree Drinks PLC (LON:FEVR); and Facebook Inc’s (NASDA:FB) third quarter results.

Thu, 02 Nov 2017 11:30:00 +0000
London Finance Show: ‘Same old story for Next’ Market commentator Matt Brown says it’s the same old story for high street retailer Next, which continues to see sales fall in its bricks and mortar stores.

“It’s a continuous story…the bricks and mortar retail is underperforming. That business model has to change and the UK [retailers] need to look at what’s going on with the likes of ASOS,” explains Brown in the latest London Finance Show.

“Next has to change and it needs to do it sooner rather than later.” 

Wed, 01 Nov 2017 12:00:00 +0000
London Finance Show: ‘Market will be very disappointed if BoE doesn’t hike rates on Thursday’ Market commentator Matt Brown says there is a 90% chance that Mark Carney and co will hike interest rates for the first time in a decade on Thursday, but he doesn’t expect the move to boost sterling.

“[A rate rise] feels nailed on, the market will be very disappointed if not and we could see cable below the US$1.29 handle if Carney doesn’t deliver,” says Brown in Monday’s London Finance Show.

“If he does deliver there might be a small uptick but I think it’s all priced in at this point.”

Elsewhere, Brown discusses: HSBC’s third quarter results; Goldman Sachs’ upgrade of Kingfisher; currency markets; the upcoming autumn budget; and the daily economic calendar

Mon, 30 Oct 2017 11:10:00 +0000
London Finance Show: ECB to sound a dovish tone this afternoon? Market commentator Matt Brown reckons the ECB will sound a dovish tone with this afternoon’s announcement to try and avoid boosting the euro too much.

“It’ll be a ‘softly, softly’ approach probably. It’s the extent of the tapering [that will be the focus], how long they’re looking to extend it. Will it be six months, 12 months?,” says Brown in Thursday’s London Finance Show.

“There’ll be a lot of attention paid to the detail and I expect it will be more dovish than the market expects.”

Elsewhere, Brown discusses: Barclays’ third quarter ‘stinker’; UK interest rate prospects; as well as the taxes paid by the big banks.

Thu, 26 Oct 2017 10:45:00 +0100
London Finance Show: Are European markets “complacent”? Market commentator Matt Brown thinks the European markets could be a little bit “complacent” at the minute given how they’re not reacting too many of the geopolitical events going on at the moment.

“Europe’s not really reacting to anything that’s going on [Spain in particular], which goes to prove that the markets are a little bit complacent maybe,” says Brown.

“Passive funds are still buying, the markets are still pushing higher albeit a little bit flat today. It’s business as usual.”

Mon, 23 Oct 2017 11:30:00 +0100
London Finance Show: Were weak UK retail sales figures just a one-off? Tim Harrison, head of wealth management at Linear Investments, still thinks the UK is in “rude health”, despite an unexpectedly sharp fall of 0.8% in retail sales last month.

“I think the UK is in pretty rude health but, that being said, this data obviously does show a stark decline in spending,” says Harrison in Thursday’s London Finance Show.

“There are a lot of excuses as to why [the data disappointed] but it will be interesting to see when the next figures come out as to whether or not it is an anomaly.”

Elsewhere, Harrison discusses Chinese GDP data; Unilever’s Q3 update; AIM-listed Plexus Holdings; currency markets; Credit Suisse’s downgrade of L’Oreal; ‘sky high’ market expectations; and the UK’s booming fintech industry.

Thu, 19 Oct 2017 12:15:00 +0100
London Finance Show: ‘Carney has a strong case to raise rates’ Market commentator matt Brown says Bank of England chief Mark Carney has a strong case to raise interest rates following the latest CPI data released this morning.

“Mark Carney is the only head of a central bank that has good reason now to raise rates, and [the inflation data] strengthens his hand and will strengthen the pound.”

Elsewhere Brown discusses: Dollar strength; Netflix’s results; Merlin’s profit warning; ASOS growth continues; currency markets; Bernstein’s downgrade of Standard Life Aberdeen.

Tue, 17 Oct 2017 11:00:00 +0100
London Finance Show: Iran and Spain weighing on markets “We’ve had some fairly strong data out of China and that’s pushed the oils and metals higher on the FTSE, but I think traders are sitting on their hands a little bit looking Spain and Iran and how that’s panning out,” says market commentator Matt Brown.

Also in today’s show, Brown discusses: ConvaTec Group PLC’s (LON:CTEC) profit warning; the currency markets; HSBC’s upgrade of ITV plc (LON:ITV); as well as London house prices.

Mon, 16 Oct 2017 11:40:00 +0100
London Finance Show: ‘More pound volatility on the way after deadlocked Brexit talks’ “The extent of the reaction yesterday seemed rather excessive given that we know [Brexit] talks are deadlocked,” says Marc Otswald, strategist at ADMISI.

“There’s probably going to be a lot more volatility in the pound as we head into the end of the year, particularly if things remain as ‘deadlocked’ as they are.”

Elsewhere, Oswald discusses: UK interest rate hike prospects; GKN PLC’s (LON:GKN) profit warning; coking coal prices; iron ore prices; as well as JP Morgan’s upgrade of WH Smith Plc (LON:SMWH).

Fri, 13 Oct 2017 11:00:00 +0100
Chelsea favourites, but Spurs could be worth an outside flutter Fri, 06 Jan 2017 16:15:00 +0000