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The Longview Blog

Value or Growth: Will the gap close? What drives relative performance?

Longview Economics
28-Sep-2018 11:37:29

The debate over whether a value or a growth style produces better long term investment returns continues, with staunch advocates on both sides. Certain high profile investors such as Warren...

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Trump: The Historical Logic behind Tariffs

Christopher Watling
12-Apr-2018 05:19:43

Trump: The Historical Logic behind Tariffs

Summary & Conclusion: “…Whilst the Trump team’s diagnosis of the driver of the current account deficit is wrong, his (i.e. Trump’s) actions viewed through...

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The 2018 correction: How infamous will it be?

Longview Economics
12-Feb-2018 07:42:37

With sharp moves lower in equities in the past two weeks, the market psychology of the past 18 months has clearly broken. Not only that, but the break has been relatively unnerving and severe. A...

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Climbing the wall of worry - Friday 5th January 2018

Longview Economics
09-Jan-2018 08:19:03

There seems to be a growing list of reasons to worry about the outlook for equities. In particular, on many metrics, this bull market appears increasingly tired (e.g. see FIG 2) whilst the economic...

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OIL: On Three Timeframes 1st December 2017

Longview Economics
12-Dec-2017 08:09:48

In the short term, yesterday’s OPEC meeting does not preclude further near term strength in oil prices. The deal was broadly in line with analysts’ expectations (and hence largely priced in). Oil...

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