Hope that you all had a nice holiday.
Back to business - aside from World Wars has there ever been this much uncertainty in the business world? In the Eurozone we have the UK leaving, so called Brexit, causing no end of uncertainty principly because nobody knows what "leaving" will look like on both sides of the channel. In the US ever increasing Trade tarriffs and the rise of protectionist policies creates uncertainties in many zones around the world who trade regularly with the US. Additionally Interest rates are rising. And if that was not enough Stock Markets are at or near to all-time highs. All of this would seem to indicate an imminent Stock market fall of some proportions, but conversely in the US at least the economy is booming, and usually if the US economy is doing well the rest of the worlds economies tend to follow suit.
So what to do? In order to participate in what may be rising markets for some time while at the same time protecting ourselves should the markets crash we should look at companies that are solid, but for whatever reason have fallen out of favour with investors. We will look at possible methods to do this next month.