MAGAZINE ALERT
Monday 15 January 2018 | | | | THE E-MAGAZINE ESPECIALLY CREATED FOR INVESTORS AND TRADERS | | | | Dear Reader,
Welcome to the January edition of Master Investor Magazine. Once again we have an exciting line-up of content from our stable of high calibre contributors, all of whom are seasoned investors/traders in their own right.
We begin 2018 with a message from Victor Hill:
In the January 2016 edition of Master Investor Magazine I published an article entitled 2016: The year of living dangerously. That was the year of the Brexit referendum and the triumph of Mr Trump. Populism appeared to be rampant and the Eurozone was under severe strain.
But Europe did not fall to the populists. It was the Anglo-Saxons who set out on a post-globalist agenda of economic nationalism. That makes for divergence between the English-speaking world and the Europeans which threatens to undermine the post-1945 states system. And yet, in many ways, this understanding of reality is completely misleading. In fact, the "post-globalist" Anglo-Saxon economies are likely to remain far more open than the increasingly federalist EU, which, in my view, is likely to turn in on itself and adopt de facto protectionism.
This all takes place at a time when China and Russia are challenging America. Recently I speculated that this challenge will take the form of state monopoly digital currencies which will be used to trade, amongst other things, oil. Though it will take time for this trend to play out.
So how come I am so optimistic about the outlook for the US and the UK markets in 2018? In fact, I foresee that the Dow will continue to climb towards the 30,000 level during 2018 and may even surpass it. The FTSE-100 will move in its wake and, buoyed by a reduction in Brexit angst, will surge towards the 8,000 level. There is much to be optimistic about this year in the English-speaking world – as I shall try to explain in this issue.
Happy New Year from the team at Master Investor!
| | | IN THIS MONTH'S MASTER INVESTOR MAGAZINE | | | Mellon on the Markets Inside the mind of the Master Investor: Inside the mind of the Master Investor: British billionaire Jim Mellon reveals his financial market predictions for 2018. | | Dividend Hunter - Is an 8% yield enough for a housebuilder? This housebuilder's yield is very high, but is it enough to offset the risks of this notoriously cyclical industry? John Kingham of UK Value Investor investigates. | | Opportunities in Focus - Prepare yourselves for a bumper year There is much to be optimistic about this year in the English-speaking world, as Victor Hill explains. | | An interview with Scott Grant of London South East James Faulkner interviews Scott Grant, director and co-founder of London South East, the UK's leading web portal for private investors. | | 10 Questions for... Manish Singh Swen Lorenz picks the brain of Manish Singh, Chief Investment Officer of Crossbridge Capital, on global mega-trends, little-known Chinese shares, and the future of the pound sterling. | | Stocks in Focus - IQE James Faulkner takes a look at a tech company making big waves in Wales' Silicon Valleys. Could this be the successor to stock market darling ARM? | | Funds in Focus - The best funds for 2018 Nick Sudbury scours the markets to find out which funds and trusts the experts are backing for a prosperous 2018. | | The Macro Investor - Key macro themes for 2018 Filipe R. Costa puts together a strategic ETF portfolio to take advantage of the various themes that look set to play out in 2018. | | From Acorns to Oak Trees - Follow the fund managers for a profitable 2018 Richard Gill, CFA, looks at the small caps that some of the top-performing fund managers are betting big on for 2018. | | Forensic Forex - 2018 could be a sterling year for the pound It looks set to be another interesting year for the pound, writes David Jones, formerly chief market strategist at IG Index. | | Chart Navigator - 2017 winners and losers At the beginning of a new year it is often worth looking back at the winners and losers from the year before to see what we can learn. Veteran trader David Jones looks back at 2017. | | Death & Taxes - New Year Resolutions worth the effort Why not give your finances a new lease of life in 2018? Alan Steel of Alan Steel Asset Management shows you how. | | How to Invest Like... Charles Ellis Filipe R. Costa distils the investment strategy and insights of Charles Ellis, one of the pioneers of passive investing. | | Book Review - Harriman's Stock Market Almanac 2018 Richard Gill, CFA, reviews Harriman's Stock Market Almanac 2018, the seminal handbook that guides investors and traders through the markets each year. | | The Final Word - The only 2 words you need to know in 2018 The ability to successfully allocate capital may be the single most important characteristic of any investment you ever make, writes fund manager Tim Price. | | Markets in Focus Market data for the month of December. | | Read any of these articles in our latest issue:
| | | COMPANIES AND FUNDS COVERED IN THIS ISSUE INCLUDE: | | | | Unibail Rodamco, Total, GlaxoSmithKline, Novartis, Gilead, Editas, Adaptimmune, Zenith Minerals, AT&T, Comcast, Wells Fargo, Fifth Third Bancorp, Amazon, Facebook, Apple, Microsoft, Netflix, Alphabet/Google, Macey's, Nordstrom, Intercontinental Hotels, Ashtead Group, Shire, BBA Aviation, Indivior, Ferguson, Pearson, National Grid, Experian, Compass, Bunzl, Worldpay, Taylor Wimpey, McCarthy & Stone, Berkeley, Persimmon, Asos, Boohoo.com, Hammerson, Intu, Land Securities, British Land, Pacific Horizon, Atlantis Japan Growth, BG Shin Nippon, Scottish Mortgage, Northern Investors, Ranger Direct Lending, British & American, RIT Capital Partners, Troy Income & Growth, Capital Gearing Trust, CF Woodford Equity Income fund, Lindsell Train Global Equity, Lazard Emerging Markets fund, M&G Global Emerging Markets, JPM Emerging Markets, Baillie Gifford Japanese, T. Rowe Price Japanese Equity, Henderson European Selected Opportunities, Crux European Special Situations, Rathbone Ethical Bond, Fidelity Strategic Bond, AXA Sterling Short Duration Bond, IQE, Galliford Try. Hutchinson China Meditech, Fevertree Drinks, Purplebricks, Greatland Gold, Wey Education, Trinity Exploration and Production, Kin Group, Monreal, Patisserie Holdings, Fulcrum, Bioventix, Charter Court Financial Services, Ted Baker, Sophos, NMC, Provident Financial, Dixons Carphone. | | | |
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