Neil Wilson

London

Columnist at Investors Chronicle Magazine

@SaxoUK investor strategist, market commentator The Trader @IChronicle Bydand. Nil Carborundum. Tweets personal, Retweets/Likes not endorsements

Articles

Does Musk-Trump spat blow a hole in Tesla bull case?

2 weeks ago | iol.co.za | Neil Wilson

OpinionNeil Wilson|Published 13 minutes ago 5minAn ugly, name-calling, chest-thumping public brawl on Twitter between the richest guy in the world and the most powerful guy in the world – it's what the platform was made for, says the writer. Image: Allison Robbert / AFPI spoke almost a year ago to Mark Spiegel of Stanphyl Capital in New York.
Pension funds must note risks attached to private market investment

1 month ago | ftadviser.com | Neil Wilson

Pensions funds will need to take note of the additional risks involved in private markets, according to Ros Altmann, former pensions minister. Seventeen of the largest pension providers have pledged to unlock up to £50bn for the economy by allocating more to private markets. While the industry has welcomed the initiative, some warned it came with new risks.
Today's markets: Shares sink despite quiet trading

2 months ago | investorschronicle.co.uk | Neil Wilson

Bueller? Bueller? Bueller? Everyone’s gone AWOL. You can get a seat on the Tube. London is bunking off, Ferris Bueller style. Markets looked like they were going to be fairly quiet and in consolidation mode after those monster swings earlier in the month. At least that was the feeling until another big (by usual standards at least) sell-off on Wall Street again on Wednesday, led again by tech but broad-based and brutal.
Today's markets: Shares struggle after Nvidia sell-off

2 months ago | investorschronicle.co.uk | Neil Wilson

European stocks trimmed gains this morning after a couple of really strong sessions, reflecting a touch more risk aversion. The FTSE 100 slipped about 0.34 per cent early doors on Wednesday after a 1.5 per cent gain on Tuesday, which added to Monday’s gains. The Dax was off about 0.4 per cent. Rheinmetall – insulated from tariffs and backed up by German rearmament – hit a new high.
Today's markets: Relief rally carries on as tensions mount

2 months ago | investorschronicle.co.uk | Neil Wilson

European markets ended yesterday much firmer, up 2 per cent across the board on a strong tariff-relief type rally. The FTSE 100 rebounded at the death but is still some way off its record high. It’s up another 0.8 per cent this morning to extend the relief rally.
Today's markets: A cautious start to ‘tariff’ day

2 months ago | investorschronicle.co.uk | Neil Wilson

The FTSE 100 is down 0.5 per cent in early trade while the Dax and Cac are down 0.9 and 0.4 per cent, respectively. Caution is the order of the day. An unusual level of event risk suggests scope for a major relief rally, but the implications of tariffs suggest we should see further downside before it all plays out. The dollar has also edged up slightly while gold has come off its record high on Tuesday, with yields still pushing lower.
Today's markets: New York rebound boosts Europe

2 months ago | investorschronicle.co.uk | Neil Wilson

This morning, European stock markets have opened higher after the selloff yesterday, buoyed by the resilience on Wall Street. Maybe markets are listening to US President Donald Trump when he says the country is “going to be very nice, relatively speaking, we’re going to be very kind” on tariffs. Or maybe it’s just sellers’ exhaustion. But…gold is still up, copper and yields down. The market is still very choppy and will remain volatile for a while yet.
Today's markets: Shares plummet, again

2 months ago | investorschronicle.co.uk | Neil Wilson

Investors have severe nerves ahead of US President Donald Trump’s so-called tariff Liberation Day, with stocks down hard and gold at a fresh record high. London, Paris and Frankfurt declined by more than 1 per cent at the open on Monday after the downbeat Asian session. The Nikkei 225 in Japan fell 4 per cent to enter correction territory as Trump indicated all countries would be hit by tariffs, not just those with the largest trade imbalances.
Today’s markets: UK shares buck the downbeat trend

Mar 28, 2025 | investorschronicle.co.uk | Neil Wilson

European stock markets slipped at the open on Friday, and losses deepened by mid-morning. But the FTSE 100 tried to rise above the Plimsoll line and was more or less flat, helped by better than expected UK retail sales numbers. The Dow closed in the red yesterday to post back-to-back losses while the S&P 500 fell a third of 1 per cent as carmakers dropped on news of US tariffs.
Today’s markets: Gold up, stocks down

Mar 27, 2025 | investorschronicle.co.uk | Neil Wilson

Investors have swiftly moved from yesterday’s dour fiscal event in the UK, with US President Donald Trump swiftly stealing back the limelight from UK chancellor Rachel Reeves. The gold price rose and stocks fell after Trump said he would impose a 25 per cent tariff on “all cars that are not made in the United States”, with the levies due to take effect on 2 April.