"Populism" and the Age of Disruption are transforming the investment landscape

Follow this link if this email is not displaying correctly DAILY BULLETIN Friday 24 February 2017 "Populism" and the Age of Disruption by Victor Hill | Economics | 13 mins. to read This week I want to talk politics without getting (party) political. Like many others, as an analyst and investor, post-Brexit and Trump, and with Marine Le Pen likely to win the first round in the French presidential election on 23 April, I have been trying to figure out what it all means. The word populism has become a shibboleth of the globalist liberal left to beat the patriotic conservative right. Yet historically, populist governments have taken many forms with very different economic policies. In my view, populism is not a coherent political philosophy but the political manifestation of a more general underlying disruption. In fact, we are living through the Age of Disruption. What does it all mean for investors? Click here to read the full story LATEST STORIES FROM OUR BLOG Searching for growth amongst AIM's New Issues by Richard Gill | Equities | 10 mins. to read As I discussed in last month's edition of Master Investor Magazine, AIM shares had a good year in 2016, with the FTSE AIM All Share Index rising by an impressive 14.2%.    Click here to read the full story SDX Energy: Price channel target towards 70p by Zak Mir | Trading | 1 min. to read Over the years I have shifted somewhat from the technical analysis only approach – if only on the basis that there are hardly any companies I do not interview – and on Twitter one is bombarded by the fundamental argument for many a minnow.   Click here to read the full story Mellon on the Markets: On the road again by Jim Mellon | Economics | 7 mins. to read Well, I'm on the road again. This time, I'm travelling around the US, in part researching for the new book, which I hope will be out in early May, but will definitely be featured in my talk at Master Investor 2017 on March 25th.   Click here to read the full story Margin of safety makes Lloyds attractive by Robert Stephens | Equities | 5 mins. to read Lloyds (LON:LLOY) has a valuation which I think is exceptionally cheap. I feel this will be important during 2017, since there are clear risks facing investors.    Click here to read the full story Eqtec: Golden cross aftermath points to 20p plus by Zak Mir | Trading | 1 min. to read While it may be over egging it to suggest that Eqtec (LON:EQT) is my new favourite minnow, there is plenty on the technical and fundamental side here to appreciate.   Click here to read the full story QUOTE OF THE DAY "The strategy of putting all your eggs in one basket and watching that basket is less risky than you might think."                                                 Joel Greenblatt SPECIAL OFFER FOR OUR SUBSCRIBERS MASTER INVESTOR VIDEO EXCLUSIVE LATEST EDITION OUT NOW SyndicateRoom - Invest with the pros Time to short Google? - Jim Mellon thinks so... Tom Stephenson's big four - Four funds to exploit global trends in 2017 The twilight of the bankers - And the rise of the fintech usurpers AIM IPO superstars - The new issues making waves for investors Click here to download as PDF   Click here to read online Master Investor Ltd. Suite 88, 22 Notting Hill Gate London, W11 3JE T: +44 7515 542707 E: swen@masterinvestor.co.uk Share the newsletter: Follow us: Copyright © 2017 Master Investor Ltd, All rights reserved. Master Investor is a trading name of Master Investor Ltd. 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. If a Daily Bulletin is too frequent, why not opt in to our once weekly mailing list for a round up of the week's news. Want to change how you receive these emails? Why did I get this | Unsubscribe from this list | Update subscription preferences