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November 08 2016

Commentary by David Fuller

The Markets Now

Here is the new brochure for the next event on Monday evening 28^th November, at London’s Caledonian Club.

OK, the US Presidential Election is over… we hope. Interestingly, infrastructure spending is back on a number of political agendas. That should help GDP growth. Commodities are generally firm, with ‘Dr Copper’ joining other metals in breaking to the upside. A number of government bond yields bottomed in July, including US 10-Yr Treasuries.

Groupthink pundits are saying nothing will change but that is a contrary indicator. This is a great time to have an exciting new speaker in Clive Burstow. Come along and participate in the discussion of market opportunities – the last session for 2016.

I look forward to another lively session at The Markets Now seminar, attended by highly experienced international investors, led by our long-term subscribers. Iain Little has more interesting material, including his popular “Trusts In Focus” programme. Iain also introduced Clive Burstow of Barings, a specialist in the analysis and management of mining stocks – a hot topic this year.

I can’t wait and it is always fun to chat with delegates at the cash bar following the three presentations.

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