Published Monday, February 12, 2018 - By Peter Brown, Baggot Investment Partners “Irrational exuberance” was the phrase famously used by then Federal Reserve chairman Alan Greenspan in a speech during the dot.com bubble of the 1990s. The phrase was interpreted as a warning that stock markets might...
Published in Irish Examiner Tuesday, January 02, 2018 - By David Flynn, Chief investment Strategist, Baggot Investment partners Financial markets face a big problem in 2018, warns David Flynn. To determine what can go wrong in 2018 for financial markets, the first thing we need to consider...
Stock picking is not in fashion. Most people are buying indices because most fund managers aren’t beating the indices and they figure that if a fund manager can’t beat the stock market then how can they! But when everyone is doing the same thing, it usually...
Published Irish Examiner, Monday, February 13, 2017 - Peter Brown, Baggot Investment Partners January normally starts off slowly as money managers assess the year in terms of which asset classes will perform, and which are overpriced. This is normally a calm process because clients’ money is already...