The Longview Blog

There are a number of reasons to switch weightings out of one asset class and into another. One of those reasons, which is often an effective strategy, is an absolute or relative valuation which...

Many market watchers/traders have been confounded/whipsawed by this latest SELL-off, especially in the past two weeks. In particular: i) several key technical support levels have failed to hold;...

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...

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...

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...

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...

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...