NEW VIDEO: Portfolio update and a look at the wider market

13th March 2019 | Eoin Treacy

I’ve just recorded a new video for you.

It’s a quick macro look at the markets – to give some context to what’s been happening with our stocks – and why.

Watch it here now.

The predictions I made back in November seem to be coming true, mainly that the market has rebounded higher led by positivity from the FAANG stocks.

On less positive news the Brexit conundrum continues. We seem ever closer to a Brexit deal where the UK will be in Europe in all but name. This is having a negative impact on the UK manufacturing sector that is already precariously perched.

Finally, I speak about the enormous amount of outstanding debt and why I believe an increasingly large number of countries will adopt fiscal stimulus.

It’s all in my latest macro analysis video which you can watch here.

I also give a round-up of our portfolio and as always, if you would like to read what I have to say, then a transcript will be up by the end of the week.

Thanks,

Eoin Treacy,
Investment Director, Frontier Tech Investor

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