Stockwatch: Current market risk and reward

Stockwatch: Current market risk and reward

Perception is being jolted from a Goldilocks scenario of modest growth and monetary stimulus to the disruptive equivalent of Lady Gaga, writes Edmond Jackson.


With all the talk of a major reversal, Edmond Jackson asks if value-conscious investors should go with the flow or get more defensive.


As speculation grows that Britain will go to the polls in 2018, Edmond Jackson looks at potential consequences and possible contrarian investments.


Thirty years after the 1987 crash, there's record debt and stocks are riding high. Edmond Jackson asks if things really are different this time.


Sideways volatility should continue amid a stale story for equities, says Edmond Jackson. Be steeled for more down-days and keep buying on the dips.


Stay with your existing portfolio, advises Edmond Jackson, but ensure some cash - you just can't predict when a shift to "risk-off" will happen.


Should investors here expect a Goldilocks scenario, or is this the calm before the storm, asks Edmond Jackson.


With big elections and potential banana skins both here and abroad, Edmond Jackson discusses whether investors should heed the old adage this time.


Ken Fisher's critique of the CAPE ratio was "refreshing", but Edmond Jackson believes what happens next will be crucial for its role in investment analysis.


Wall Street is still hitting records, and UK equities are holding up, but can it last? Edmond Jackson analyses the issues likely to determine direction near-term.


Overall, the outlook for 2017 looks positive, but with markets at record highs, Edmond Jackson has identified key risks to keep an eye on. At some point, there will be a moment of truth.


Two weeks after the US election, Edmond Jackson gives his post-mortem on the global market reaction. With Trump's fundamentals 'dodgy at best', are construction groups and miners really a safe bet?


Equity markets are struggling to make progress currently, but Edmond Jackson knows why we're not seeing a much bigger sell-off.


Investors are taking a 'buy the dips' approach amid vast monetary stimulus. Edmond Jackson asks how long this 'Goldilocks economy' can underpin equities.


Markets have rallied in an era of easy money, but Edmond Jackson worries the Goldilocks story is heading for a sticky end.


Sometimes major deals can portend an eventual financial collapse, says Edmond Jackson. Watch out for the shorters on this one.


Amid market chaos over the UK's 'Leave' vote, it's hard to spot pricing opportunities, says Edmond Jackson - but a few post-Brexit dynamics are pretty clear.


There's no sign yet of a genuine so-called 'black swan' event. Find out why Edmond Jackson is broadly encouraged by the case for equities.


Should you really 'sell in May' as stimulus efforts fizzle? Edmond Jackson examines the big issues all investors should understand as summer approaches.


It's going to need more serious bad news from companies reporting to dent this equities recovery, argues Edmond Jackson. Buy the dips to capture dividend yields.


Risks in the macro environment can rear up anytime, but the long-term equity bull has legs yet, argues Edmond Jackson.