Michael Barry FCA MCSI

Alan McGregor and Michael Barry were delighted to have had the chance to talk in interview with Andrey Movchan, of Movchans Group, and non-resident scholar at the Carnegie Institute.
Looking around us in the context of Covid-19, "the virus did not cause the crisis, human actions did," we explore what might be the consequences, the impact on innovation, the possibilities of inflation, the evolution of education as the world looks for ways to, "Make the Economy Great Again"

Andrey Movchan Interview - AVC Advisory AVC Advisory’s Alan McGregor and Michael Barry interview Andrey Movchan, an asset manager and non-resident scholar of the Carnegie Moscow Center.

Are markets overbought? The narrow bull market in FAANG and some other technology stocks has led to concern among analysts that stocks are out of sync with the economy. We explore how interest rate assumptions affect analyst pricing in discounted cash flow models and lead to inflated asset prices. A discussion of the opposite case – where inflation fears cause higher interest rates – reveals reasons to be concerned when COVID ends.

This week began a noticeable move from growth and momentum stocks to more value companies. Can that trend continue? We discuss if the healthcare and gold stocks will be the beneficiaries of this trend.

Seasonality is explored as investors head into the worse months of the year.

Video of another Friday Investment Talk on our blog

Friday Investment Talk: Valuations, Growth to Value Transition, Gold and Healthcare Stocks - AVC Advisory Are markets overbought? The narrow bull market in FAANG and some other technology stocks has led to concern among analysts that stocks are out of sync with the economy. We explore how interest rate assumptions affect analyst pricing in discounted cash flow models and lead to inflated asset prices. ....

Июль остается бычьим, так как низкие процентные ставки поддерживают доходность акций и рост золота.
Если цены на нефть останутся высокими, а цены на природный газ стабилизируются, Россию можно рассматривать в качестве возможности для получения высоких дивидендов. В докладе Merrill Lynch подчеркивается спрос на водородные топливные элементы, что поддерживает цены на природный газ (UNG).
Китай продолжает привлекать внимание в качестве очага технологий – даже с собственным производителем электромобилей – Nio, которого мы рассматривали в нашем аналитическом исследовании в начале 2019 года.
Речь в нашей пятничной инвестиционной беседе также шла об акциях компаний по производству полупроводников - AMD и Intel (INTC), а также круизных компаний Norwegian (NCLH), Royal Carribean (RL) и Carnival (CCL).

Friday Investment Talk: Gold, Interest Rates, Russia and Natural Gas, China, Fuel Cells and EVs - AVC Advisory July remains bullish as low interest rates fuel stock returns and gold gains. Russia can be viewed as a high dividend value opportunity if oil prices can remain elevated, and natural gas prices stabilize. A note from Merrill Lynch outlines the demand for hydrogen fuel cells that support natural gas....

Here's our Friday investment talk for the weekend of 12-14 June.
How to profit from fallen angels?
And cash and gold are the investing equivalent of wearing a mask and washing your hands...

Friday Investment Talk: Fallen Angels, Gold vs Miners, and Weak Seasonality - AVC Advisory AVC partners discuss corporate bonds from some surprising names now considered "Fallen Angels". Gold, inflation and the undervalued gold miners are discussed in relation to the current overbought market. Thursday's huge sell off is a set up for a last run of strength before real seasonal weakness se...

In another Friday's conversation, AVC partners discussed corporate bonds of some unexpected companies called "fallen angels". Gold, inflation and underrated gold mining companies are discussed due to the current overbought market.

Friday Investment Talk: Fallen Angels, Gold vs Miners, and Weak Seasonality - AVC Advisory AVC partners discuss corporate bonds from some surprising names now considered "Fallen Angels". Gold, inflation and the undervalued gold miners are discussed in relation to the current overbought market. Thursday's huge sell off is a set up for a last run of strength before real seasonal weakness se...