Jonathan Yates

One way to protect yourself against inflation is to invest in quality companies with pricing power. Diageo (owner of Guinness) is one such company and we produced this A5 poster for our annual conference last October. #Investing #Inflation #PricingPower

Someone's put rum back in the punchbowl! $ARKK $TSLA

To wrap up 2022, we came up with our candidate for “Chart of the Year.” It summarises so much of what happened in 2022, between falling markets, high inflation, and rising rates. Read the full article using the link. #FinancialMarkets #Charts gillenmarkets.com/blog/gillenmar…

It took just over a month for Tesla to go from 7th in the FTSE All-World Index to 18th!!! #Tesla #Investing

GillenMarkets Webinar Series - Available Online We often host webinars which cover a range of investment topics including interviews with some high profile fund managers. The series is now available on our website using the link below. gillenmarkets.com/research-insig…

Getting to meet Tom Gayner, CEO of Markel, twice in one year. First at the Berkshire Hathaway AGM in early May last and also at our Annual Investment Conference last Thursday evening.

Our Annual Investment Conference takes place Oct 6th at The Shelbourne Hotel, Dublin at 5:30pm. On the night we will hear from Mark Mobius (Mr. emerging markets), Tom Gayner, Co-CEO of Markel and Tim Crockford of the Regnan Impact Fund. Register here: gillenmarkets.com/annual-investm…

Financial Markets: Charts for the Week Fed hikes 0.75% to 3.25% Now expect rates to remain around the 4.5% areas for the whole of 2023, with rates peaking and slightly declining in 2024. #FinancialMarkets #Investing

Financial Markets: Charts for the Week A few dovish comments from Powell yesterday aiding a strong day for the S&P 500 which was up 2.6% #FinancialMarkets #FederalReserve

Financial Markets: Charts for the Week Interest Rates: Reversing Course on Monetary Policy Trajectory A more aggressive Fed has made the market believe rates will not need to rise as much, and the Fed will start cutting rates again in H1 2023 #FinancialMarkets #InterestRates

Wind systems require roughly a tenfold increase in the amount of common materials to deliver an equivalent amount of power as a gas-fired turbine. In our Monthly Blog we explore if we can even afford to build huge amounts of wind and solar capacity. gillenmarkets.com/blog/the-real-…

Financial Markets: Charts for the Week Recession Fears Continue Increasing: US Ten Year down 75bps in two weeks #FinancialMarkets #Investing

US equities were close to Capitulation in June. Negative news unnerves investors and they often look to sell, but we believe that a disciplined investment plan is a much more sensible route to avoiding permanent loss. More on this in this month's blog. gillenmarkets.com/blog/near-capi…

@williamgreen72 @MohnishPabrai another fantastic interview from @williamgreen72 with a fantastic person @MohnishPabrai a pleasure to have met him at the Berkshire AGM this year @LeeDoran2302 @JonathanYates3

Finding quality companies that can pass on cost increases without losing business is rare. Our latest Featured Article looks at some examples of businesses with strong franchises and pricing power - which has allowed them to raise prices for many decades. gillenmarkets.com/featured_artic…

The aim of a "balanced" fund is to give diversified exposure across the major asset classes. However, with Eurozone government bonds down 15% year-to-date, how much diversification have these funds really provided? We cover this in this month's blog. gillenmarkets.com/blog/governmen…

European bonds down 15% YTD ... getting closer to 16% after ECB statement

Duration Risk: Austrian Century Bond Down 70%, after a 1.5% move higher in the yield to a still very low 2.29% now. #bonds #interestrates #ECB

Government 10-year bond yields: Ireland 1.92% Germany 1.35% UK 2.24% USA 3.00% #interestrates #ECB #inflation

"Inflation is like toothpaste. Once it’s out, you can hardly get it back in again. So the best thing is not to squeeze too hard on the tube.” Dr Karl Otto Pöhl #inflation #investing #colgate