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Posts Categorized: Sentiment

  • Zak Mir interviews Richard Jennings, CEO, Align Research

    December 31, 2017 | Posted by

    Zak Mir interviews Richard Jennings, CEO, Align Research, discussing the on goings of the past year and the outlook for 2018. https://zakmir.files.wordpress.com/2017/12/align.m4a Key points discussed Addressing twitter/bulletin board “trolls” Elaboration on some of the top 10 picks for 2018 Global markets outlook Business model background  

  • Align Research’s Top 10 Conviction Picks for 2018

    December 26, 2017 | Posted by

    Well, it’s that time of year again where we look ahead to the new calendar year and place our “cooking” and conviction picks at Align on show for 2018. Last year’s picks are HERE and we are pleased to relay we had some real winners. ZIOC was the stand out performer – rising from 6.5p […]

  • Global markets look set for a renewed near term rally

    May 22, 2016 | Posted by

    By Richard Jennings, CFA The last time we wrote about global markets was here whereupon our timing was fortuitous, with markets rallying by a good several percent thereafter. There is an old stock market saying that, it has to be said like many other supposed stock market pointers, has a hit and miss record and that […]

  • Selected equity markets now offer compelling value

    February 14, 2016 | Posted by

    By Richard Jennings, CFA For investors in global equities the onset of 2016 has most certainly not brought any New Year optimism. Indeed, the incessant Atlantic depressions that have brought misery, wind and rain to many seem rather apt given that many observers point the finger squarely at the embattled Fed for the lacklustre stock […]