Looking back it is hard to believe that 2016 turned out the way it did. Even Mystic Meg would have struggled to predict Brexit and Trump and the impact they have had on the world's financial markets.
Forecasting is always a mug's game, but analysing the recent performance and its influence on investor sentiment can often uncover some interesting contrarian opportunities.
2016 was a strong year for the equity markets with all the main regions delivering double-digit index returns from a sterling perspective over the 11 months to the end of November.
The three most profitable areas for UK-based investors were the Emerging Markets, the Far East and the US, with each up around 30% after adjusting for the fall in the pound.
by Zak Mir | Trading| 1 mins. to read One of the highlights of the past year on the stock market has been the rise and rise of mining stocks. But the problem has tended to be the embarrassment of riches in terms of the choice of companies to go for.
by Evil Knievil | Evil Diaries| 2 mins. to read Just Eat (LON:JE.) at 530p is capitalised at around £3.6bn and has virtually negligible tangible assets. The gap is hope value. And things are currently going swimmingly.
by Robert Stephens | Equities | 4 mins. to read Morrisons (LON: MRW) has enjoyed a superb Christmas trading period. The food retailer posted its best performance for seven years as it recorded LFL sales growth of 2.9% for the nine weeks to 1 January.
by Zak Mir | Trading | 1 mins. to read It has been a long journey for shareholders of Nostra Terra Oil & Gas (LON:NTOG). The big question is whether or not the enthusiasm of its CEO, Matt Lofgren, will be able to take the company to the promised land.
by Nick Sudbury | Funds | 5 mins. to read Despite all the concerns about Brexit and Trexit, 2016 turned out to be a surprisingly good year for global stock markets with the Dow and the FTSE 100 starting 2017 at or near to all-time record highs.
Material contained within Master Investor Magazine and its website is for general information purposes only and is not intended to be relied upon by individual readers in making (or refraining from making) any specific investment decisions. Master Investor Ltd. does not accept any liability for any losses suffered by any user as a result or any such descision.
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