Ken Baksh – Could England win?……and Russia?

JP Morgan Russian Securities PLC –GB0032164732 Never a market or currency for the faint-hearted, but could possibly all the current news re volatile oil price,sanctions, questionable corporate governance and uncertain international political relations be in the RUSSIAN price? I believe that some of the more positive factors, itemised below, have been ignored and that some […]

Ken Baksh – Brexit worries?…Think instead about European Property play,on a discount with dividend yield over 5%..payable quarterly in Euros,if desired

Schroder European Real Estate Investment Trust-ISIN- Gb00By7R8K77 Launched in December 2015, the Schroder European Real Estate Investment Trust targets growth regions in Continental Europe and aims to provide a regular and attractive level of income together with the potential for long term income and capital growth. With a certain degree of uncertainty surrounding the UK […]

Ken Baksh: June Investment Report….never a dull moment!

June 2018 Market Report During the month to May 31st, 2018, major equity markets displayed mixed performance trends overall, and trading remained volatile on a daily basis against a background of significant geo-political, economic and corporate events.  The European Central Bank appeared to become more “dovish” following some lower than expected consumer confidence indicators, affecting […]

Ken Baksh – May Investment Report-Lot’s going on!

May 2018 Market Report   During the month to April 30th, 2018, most major equity markets enjoyed gains, although trading remained volatile against a background of significant geo-political, economic and corporate events.  The European Central Bank appeared to become more “dovish” following some lower than expected consumer confidence indicators, affecting both equity and currency markets […]

Ken Baksh – April Investment Report – New quarter, new hope!

April 2018 Market Report During the quarter to March 29th, 2018, all major equity markets suffered marked declines leaving some indices down near 10% year to date, while the VIX rose significantly to 19.94. Globally, a “perfect storm” of rising interest rates, stock specifics e.g. Facebook, and the growing threat of a trade war were […]

Ken Baksh – March 2018 Market Report. Volatility, unlike the snow,is here to stay!

  March 2018 Market Report During the period to February 28th, 2018, major equity markets registered little overall move on balance, but there was a large increase in volatility and day to day movement, leaving some markets, briefly, in “correction” territory earlier this month before recovering some of the fall. The European Central Bank continued […]

Ken Baksh – When is a trust not a trust?

When is a trust not a trust? Many of my regular readers will know of my preference for investment trusts (closed end funds) over OEIC’s (unit trusts, to those of a certain era!). I come clean on the fact that my formative City years in the late 70’s and most of the 80’s were spent […]

Ken Baksh – January 2018 market Report……New challenges and opportunities!

by Ken Baksh Ken has over 35 years of investment management experience, working for two major City institutions between 1976 and 2002. Since then he has been engaged as a self-employed investment consultant. He has worked with investment trusts, unit trusts, pension funds, charities, Life Fund,hedge fund and private clients. Individual asset managed have included direct […]

Ken Baksh – Lots starting to happen in European Property Sector….

by Ken Baksh Ken has over 35 years of investment management experience, working for two major City institutions between 1976 and 2002. Since then he has been engaged as a self-employed investment consultant. He has worked with investment trusts, unit trusts, pension funds, charities, Life Fund,hedge fund and private clients. Individual asset managed have included direct […]