Barry Norris, founder of Argonaut Capital, speaks on CNBC about why EU politicians must now accept that without credible economic reform, the Greek economy will never be strong enough to remain in the eurozone. Continue reading “No hard EU choices will make Greece ‘charity case’”

A large under-supply of quality assets, as well as a big increase in demand, makes investing in the care home market attractive on both a medium and long term perspective – according to Oliver Harris, CEO of Montreux Capital. Continue reading “Montreux Capital CEO: why I’m investing in UK care homes”

One third of large investors expect a Greek exit from the eurozone as negotiations between Athens and its creditors over a desperately needed bailout package deteriorate. Barry Norris, founding partner of Argonaut Capital, explains to FTfm: “There is a real danger that Greece overplays its hand, leading to the ECB withdrawing liquidity support to the banks and Greece exiting the euro. This would be a tragedy for Greece, but not, I believe, for the rest of Europe.” Continue reading “One-third of large investors expect Grexit from eurozone”

Ardevora’s Jeremy Lang reveals to FE Trustnet the three mid-cap names he thinks are currently mispriced, but which could be set for strong gains in the future. Continue reading “Jeremy Lang: Three mid-caps the market is wrong about”

The confrontational scenario between the Syrizia-led Greek government and its EU and IMF creditors is coming to a head. Argonaut’s Barry Norris tells Portfolio Institutional there is a real danger Greece overplays its hand, leading to Greece exiting the euro – but argues this would not be a tragedy for the rest of Europe. Continue reading “Goodbye Greece”

The confrontational scenario between the Syrizia-led Greek government and its EU and IMF creditors is coming to a head. Argonaut’s Barry Norris tells Citywire there is a real danger Greece overplays its hand, leading to Greece exiting the euro – but argues this would not be a tragedy for the rest of Europe. Continue reading “Argonaut’s Norris: 50/50 chance of a June Grexit”

In this AlphaSight update, Neil Williams, chief economist at Hermes, discusses the ‘known unknown’ for the UK economy, an exit of the EU, as well as its potential impact. Continue reading “‘Brexit’ could result in additional QE”

Despite recent investor concerns about dividend sustainability and growth in the market, there are still high quality companies committed to organic investment for their futures. Evenlode Income fund managers Hugh Yarrow and Ben Peters identify 10 stocks they expect to produce sustainable dividend growth for the next five years.  Continue reading “Citywire AA-rated Yarrow: 10 income stocks for the next five years”

While unprecedented monetary stimulus and historically low interest rates have catalysed a resurgence in equity markets in the past six years, a persistently sluggish global economy has dramatically affected investor psychology. T. Rowe Price’s David Eiswert explains why this mentality is beginning to shift – and how to navigate the new landscape.

Continue reading “T. Rowe’s Eiswert: Unwinding the yield-oriented bubble”

Global trade is almost entirely dependent on the shipping industry – and when more needs to be shipped, shipping companies can drive up rates. Jamie Carter, manager of the SWMC Small Cap European fund, explains why the shipping sector – and more specifically the oil tanker market – has become a surprise success story of fluctuating oil prices in recent years.  Continue reading “How the shipping industry is riding the cheaper oil price wave”