21st Jan 2021 by Kyle McClellan

A ‘Story Stock’ refers to shares of a company whose value is driven by expectations of outperformance, usually due to the commercial application of a new technology and intense media coverage, rather than a company’s underlying fundamental value, such as its earnings, assets, and profitability.

15th Jan 2021 by Edward Howison

Investment returns have two parts: the expected return and the unexpected return. The expected return is the best guess of what will happen based on all the information currently available. The unexpected return is the surprise, the difference between what does happen and what was expected.

05th Jan 2021 by Josh Matthews, HBA

Back in January 2009, when MASECO was only 6 months old, our “Year in Review” article was named Annus Horribilis and covered the 2008 Global Financial Crisis. From a humanitarian and economic perspective, 2020 will be also be remembered as an ‘Annus Horribilis’ and will go down in the record books as one of the strangest years in memory.

10th Dec 2020 by Kyle McClellan

It is easy to become fixated by the latest headlines and attempt to predict the market's next move but this can lead to 'analysis paralysis'.

24th Nov 2020 by James Sellon, CFA, CFP™

Over the last decade, taxpayers in the UK and the US have become used to a stable tax environment. Capital gains tax rates and the highest rate of income tax have actually been reduced during the last 10 years. It has been a relatively benign environment, notwithstanding the alarm bells ringing a year ago with the threat of a Jeremy Corbyn-led government.

18th Nov 2020 by Mark Scher

After a painstaking count of the nearly 160 million ballots cast, Joe Biden will become the next President of the United States.  

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