Alpha weekly analysis

There have been signs of fear creeping back into markets.

Cut through the ridiculous noise in recent news. Sales, profits and cash are what counts.

Its been a funny week on Wall St. especially with short selling in the news.

Investors have a challenge finding the balance between, quality, valuation and growth.

There’s a lot of talk of how frothy share valuations are right now.

In a year of huge uncertainty we're backing risk assets to be rewarded.

The tough times in 2020 have taught us some valuable lessons about investing.

Fundamentally, the value of money is central for investors and the decisions they face.

No deal has the potential to cause economic pain and uncertainty in the short term.

However Brexit unfolds, the UK economy is weak.