Duncan Lamont

Highlight

Markets

19JUN 2019

The case for a core allocation to emerging market debt

A commonly held, but misplaced, belief that emerging market debt is an obscure and risky outpost of the fixed income universe has resulted in its under-representation in many portfolios.

2019

APRIL

24APR 2019

Markets

Which stock markets look ‘cheap’ after strong performances in the first quarter of 2019?

Following a dramatic rebound for stock markets in the first quarter of 2019, Duncan Lamont assesses how market valuations have been affected.

JANUARY

15JAN 2019

Markets

Which stock markets look ‘cheap’ as we head into 2019?

As the dust settles on 2018 in turbulent fashion, Duncan Lamont assesses how market valuations look as we head into 2019.

10JAN 2019

Markets

Is this popular measure of stock market value giving a misleading “sell” signal?

Here's why scare stories about the current CAPE being a predictor of doom may prove to be wide of the mark.

2018

NOVEMBER

13NOV 2018

Markets

Six reasons you should care about share buybacks

Share buybacks have fundamentally altered the investment landscape over recent years. This has long term consequences which investors need to be aware of.

OCTOBER

03OCT 2018

Markets

Are short sellers ethical?

It’s a few of the practitioners, rather than the practice, of short selling that can be unethical.

AUGUST

24AUG 2018

Markets

The chart that highlights the eerie calm of the longest US bull market

This alternative chart of the record bull market shows why some investors might be getting complacent.

15AUG 2018

Markets

The Elon Musk dilemma – AKA the stockmarket cost/benefit trade-off

Elon Musk, CEO of electric carmaker Tesla, has suggested he will take the company private. We look at the costs and benefits of a stockmarket listing.