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Simon Thompson is balancing risk and reward, Taking Stock, inflation concerns & more

IC Daily email
August 30, 2017

In Simon Thompson’s column today, he discusses the equity market backdrop and one he believes points to increased share price volatility in the weeks ahead. Simon has also been running his slide rule over three small-cap cash-rich companies, including two constituents of his 2017 Bargain share portfolio that have been in the news this week. Read Balancing risk and rewards.

Companies’ half-year results suggested sturdier banks and shakier consumers. In this week's Taking Stock, Ian Smith considers how the game looks at half-time. Read his latest column.

Should we worry about the possibility of inflation staying above its target? One piece of economic theory says yes, but the facts say otherwise. Click here to read Chris Dillow's Economic Outlook.