Varecon 01

Originally published on LinkedIn

Articles 1 The UK election and the property markets The markets were seemingly unconcerned about the election 2 Worried about your investments in equities? Are equities as over-priced as many in the financial media suggest they are 3 Invest counter-conventionally Risky bonds can be a substitute for equities and asset-backed equities can be a substitute for bonds 4 Forecasts naively or deliberately wrong? Economists and analysts have - like all of us - inbuilt biases but that should not excuse misleading advice 5 No bubble evident We argue that there is no strong evidence of a bubble in the equities markets 6 Why negative-yielding bonds are a good buy Explaining why some investors are still buying government bonds at such low, or negative, yields 7 Investing in retailers' flexibility Retailers are struggling, but applying the wrong solution will not help 7 Little sense in real estate transaction postings (and press releases) Media postings and press releases of purchases are not good publicity 9 Central London residential – true prices Prices of Central London residential may not be where the numbers suggest they are