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March 2021 |
If Public Investors Won’t Recognise Value, Someone Else Will |
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February 2021 |
The Start of the Great Rotation? |
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January 2021 |
Where are we now (2021)? |
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December 2020 |
It’s (not) the Economy, Stupid |
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November 2020 |
The implications of the US Elections results? |
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October 2020 |
Can technology revitalise real economy stocks? |
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September 2020 |
Something Important Has Just Changed: The Long Term Outlook for Financial Assets |
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August 2020 |
The Investment Medicine for the post Covid-19 period? |
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July 2020 |
Half Price Meals to Save the Day? |
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June 2020 |
The Nigel Farage Nightmare |
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May 2020 |
S&P 500: A Narrow Rally Rather than a Real Rally |
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April 2020 |
Beyond The Virus: Lost Year not Lost Decade? |
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March 2020 |
Market Update 30th March 2020 |
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March 2020 |
The “Coronavirus” Bear Market |
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February 2020 |
View on Market impact of Coronavirus |
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February 2020 |
Impacting the Appian Way |
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February 2020 |
The Canary in the Coal Mine |
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January 2020 |
Are the Returns of 2019 the New Normal? |
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December 2019 |
The Opposite of Expensive Large Cap US Growth? |
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November 2019 |
Have you had your Fiscal shot? |
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October 2019 |
The Changes Currently Ongoing In Equity Markets |
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September 2019 |
Dividend Yield to Bond Yield Extremes - An Opportunity for Equities |
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August 2019 |
Sometimes it's Time to Say Goodbye |
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July 2019 |
The Yield Conundrum |
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June 2019 |
Trump, tariffs, the economy and markets? |
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May 2019 |
The Cycle: Endgame – are we there yet? |
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April 2019 |
Are we in the Twilight Zone? |
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March 2019 |
The Biggest Risk to Markets May Not Be What You Think. |
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February 2019 |
Small Caps Equities – Appian Well Positioned for Growth |
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February 2019 |
Are we in the Twilight Zone? |
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January 2019 |
Darkest Before the Dawn? |
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December 2018 |
The Trade War and its impact on Markets |
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November 2018 |
UBS: Survival of the Most Adaptable |
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October 2018 |
Appian on the Ground in Germany |
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September 2018 |
It’s a Wonderful Life! |
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August 2018 |
Are Financial Markets a case for Mulder and Scully? |
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July 2018 |
Appian Value Fund: Preserving Capital Amid Market Stress |
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May 2018 |
The Return of the Celtic Tiger? |
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April 2018 |
Volatility has Returned to Financial Markets |
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March 2018 |
Bonds – Past the Inflection Point |
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February 2018 |
Active Management: There is a Right Way. |
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January 2018 |
2017 – Focussed on the Fundamentals |
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December 2017 |
Star Wars: The Retail Battle |
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November 2017 |
ASCOF – Doubled in First Five Years |
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October 2017 |
Star Quality |
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September 2017 |
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August 2017 |
Currency Swings and Roundabouts |
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July 2017 |
Jonah Lomu or Sir Edmund Hillary??? |
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June 2017 |
Now is the Time to Buy Europe and Bitcoin! |
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May 2017 |
Europe – A View From Inside. |
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April 2017 |
Europe – A Surprise Package? |
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March 2017 |
“It’s Too Risky to Invest” |
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February 2017 |
Has Trump Made Equity Markets Great Again? |
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January 2017 |
An “Event-Full” year. |
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December 2016 |
Bond Bear |
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November 2016 |
A focus on quality and valuation differentiates Appian Funds |
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October 2016 |
It’s the politics stupid |
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September 2016 |
Bankers throwing the kitchen sink at it! |
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August 2016 |
Superior Free Cash Flow Yields Produce Superior Risk Adjusted Returns |
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July 2016 |
How we stand today |
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June 2016 |
Brexit – What Now? |
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May 2016 |
Looking Forward |
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April 2016 |
Irish Commercial Property: Health Check |
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March 2016 |
Smaller Companies and their Sterling Exposure |
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February 2016 |
Covering the Blind Side! |
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January 2016 |
2015 – A Very Good Result! |
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December 2015 |
Seeing the Wood from the Trees! |
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October 2015 |
ASCOF 80% in successful first three years |
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September 2015 |
Summer Storms |
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July 2015 |
At the Helm |
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June 2015 |
Volatility – these are best of times, these are the worst of times. |
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May 2015 |
Spring |
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April 2015 |
Currency Notes |
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March 2015 |
So far, so good, so Appian. |
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February 2015 |
Euromillions! |
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January 2015 |
Another Solid Year from Appian |
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December 2014 |
Smaller Company M&A – Buyers not just Targets |
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November 2014 |
Banking on a recovery |
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October 2014 |
A Global Perspective |
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September 2014 |
Low inflation is a good thing - right? |
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