Welcome to the May issue of MarketViews.
Reading the daily market reports over the last few weeks, it’s clear that all is not yet returned to normal where the global economy is concerned. Resources in particular have been extremely volatile of late, suffering large drops interspersed with mini-recoveries, and with gold prices – usually stronger when the economy is a bit shaky – tumbling along with other commodities. We decided to investigate the resource price slide a little further, and look at the potential impacts for the economy as well as how investors could still benefit.
In his article this month, AJ Cilliers delves into the world of ‘Big Idea’ investing, as explained by writers/investors Jim Mellon and Al Chalabi. This approach to investing will appeal to the less technical of us, who prefer to look at fundamentals such as core business activity and industry rather than simply ratios (although crunching the numbers does have its place in this strategy). AJ shares some ‘rules’ for Big Idea investing, as well as advice on how to come up with your own Big Ideas that could change the way you see the stock market.
Finally we’d like to introduce a new writer to the MarketViews team, Raymond Shapiro. Raymond is an analyst and investment manager, and has worked for a large private investment firm in that capacity for a number of years. In this edition he offers his advice to equity investors, based on some of the lessons he has learnt.
Wishing you good reading and every investing success,
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