Insights | Lightman Investment Management

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We have reduced our allocation to European banks. Why?

13 March 2023

Are central banks pushing equities up or down in 2023?

9 February 2023

Where might inflation settle this decade?

9 December 2022

Is it time to increase weightings to European Equities?

3 October 2022

A window of relief for cyclical equities

1 August 2022

Cyclically declining inflation and Value vs Growth

28 June 2022

Democracy vs Autocracy and China’s Pending Isolation

9 May 2022

Has a bear market begun in equities? A framework for assessing scenarios

7 February 2022

Some modest victories for value in 2021

1 January 2022

Risks and opportunities into 2022

13 December 2021

Why German Bund yields may be misleading investors about the trajectory of the European economy

8 September 2021

Downside risks are already priced into European equities

7 September 2021

A buying opportunity for value

22 July 2021

Wall of worry for reflation rebuilt

13 July 2021

Policy to reduce inequality and equity market implications

9 June 2021

Headline risks for the technology sector and US equity market relative performance

17 March 2021

A radical policy shift

13 January 2021

Time for ECB to admit its existing policy arsenal is exhausted

17 July 2019

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