Author: Alicia Sims

30 November 2023
IDAD’s Refined Growth Fund: A fund to watch!
Our Managing Director, Clive Moore and Portfolio Manager Tom McGrath attended Investment Week’s Funds to Watch Seminar where they guided delegates through ...
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27 November 2023
Global Thanksgiving
With Thanksgiving in the US now behind us, we have officially entered the run up to Christmas. Trees and decorations are going up and Bandaid is back on the radio. ...
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23 November 2023
The Santa Rally Continues  
There is already talk of a Santa rally, a reference to work done by Yale Hirsch a market analyst, who in the 1970s coined the phrase to describe the tendency of the ...
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30 October 2023
US Equity Market Enters Correction Territory   
The US equity market slides into correction territory, as the S&P 500 index has now fallen more than 10% from the July peak. In fact, with the exception of ...
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20 October 2023
Monthly Merricks – The Art Of Forecasting
“The Middle East Region Is Quieter Today Than It Has Been In Two Decades” So said Jake Sullivan, President Biden’s national security adviser, on September 29th 2023. ...
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19 October 2023
Markets Brush off Terrorism in Middle East
Middle East Not for the first time, I will open up this Market Matters with my deepest sympathy for those affected by the tragic events of military aggression. This ...
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20 September 2023
Today’s Themes – Tomorrow’s Wealth Creators
Join Andy Merricks from IDAD and Gregg Guerin from First Trust as they engage in a captivating discussion about the prospects for your wealth by investing in the ...
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13 September 2023
Back to Higher Rate Fears…
Equity Markets Last Week This is a fickle market, which seems to manifest the general uncertainty of investors. Are we going to get the immaculate disinflation, or ...
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20 July 2023
Monthly Merricks – What Would The Romans Have Made Of AI?
Watching a news item this week on the latest excavations going on at Pompeii and the incredible insight that the current site gives us on life as it was in those ...
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13 June 2023
Webinar – The Future Wealth Fund – June 2023
2022 wasn’t the time to allocate – but the tide is turning so don’t miss the boat. Interested in allocating to ‘The Future’? – The Future Wealth Fund could be the ...
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2 June 2023
MONTHLY MERRICKS – It’s Tough Out There
Do You Believe? I’ve recently heard about someone who has just retired from a career in investment fund sales whose first thing they did was to buy an annuity.  ...
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4 April 2023
Monthly Merricks – Is Investment Becoming too Tribal
“Four legs good, two legs bad” bleated the sheep in Orwell’s Animal Farm. Looking at how  today’s world is shaping (my, how old I sound) there is so much ...
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