thearmchairtrader.com

1 day ago | thearmchairtrader.com | Stuart Fieldhouse

We’re back with another episode of Investing, Markets & Money. This week we talk to Arjun Menon, a partner with Marylebone Partners, the UK-based fund manager which is the adviser to the London-listed Majedie Investments trust. One of Majedie’s unique appeals is its special investments component, the third leg in a strategy that also includes public equities and third party funds.

1 day ago | thearmchairtrader.com | Stuart Fieldhouse

Markets continued to be fairly volatile in May, with traders very focused on the Trump administration's tariffs policy. That has made it difficult to predict outcomes for US stocks over the short to medium term. In fact, our rationale in May was to largely avoid US markets altogether. There is a school of thought that argues the new administration needs to find the limits to its legal power - and foreign policy ambitions - before things will settle down again.

2 days ago | thearmchairtrader.com | Stuart Fieldhouse

3iQ is partnering with Criptonite Asset Management  to bring its best performing strategy to the Swiss market, following the launch of the world’s first institutional grade digital asset managed account platform, QMAP. Founded in 2012, 3iQ is one of the world’s leading alternative digital asset managers, pioneering institutional-grade investments. 3iQ launched QMAP as a hedge fund investment solution, offering innovative risk-managed investment solutions to gain exposure to digital assets.

2 days ago | thearmchairtrader.com | Stuart Fieldhouse

Gold is expected to achieve a fresh all-time high later this year, on the back of economic uncertainty centred around US policy and ongoing geopolitical tensions, ongoing portfolio diversification, growing concerns about US debt and robust central bank gold demand. The annual average gold price is forecast to surge by 35% to a new record high of $3,210 in 2025. This is according to forecasts in the Gold Focus report from Metals Focus, released today.

2 days ago | thearmchairtrader.com | Stuart Fieldhouse

Woodbois LON:WBI confirmed today that timber production from its projects in Gabon have resumed. However the audited annual report and accounts will not be finalised ahead of the 30 June deadline. Because of the disruption Woodbois faced last year, there have been “delays” in getting access to the FY 2024 accounts and as a result, preparatory work for the 2024 audit is behind schedule. Management says it is now working tirelessly to get the new set of numbers completed.