Navigating the markets with Stephen English – (part 2 of 2)

This video can be seen at: https://www.piworld.co.uk/2019/04/17/navigating-the-markets-with-stephen-english-part-2-of-2/

 

Stephen English BA(Hons), CFA Chartered FCSI
Blankstone Sington: Investment Director – Head of AIM stocks

Another fascinating 30 mins with Stephen, where he discusses the structure of AIM and liquidity. Interestingly, he suggest that the next financial event will be due to lack of liquidity. Pleasingly he’s an enthusiast of retail investors managing their own money. He gives us some strategies for current markets. And, he discusses his criteria for stock selection, and gives some great examples.

The structure of AIM – 00:37
Is there enough liquidity in AIM for institutional funds? – 06:40 
What’s your view on holding cash? – 11:33
When do you sell? – 14:15
What’s the most important criteria for any stock you’ll buy – 27:06
How often do you change your strategy? – 28:27
What outlook do you see for the the stock market for the rest of this year? – 31:05

About Stephen English:

Stephen joined Blankston Sington in 2002 and works as an analyst generating research and investment recommendations across large and mid-cap companies as well as collective investment funds. Stephen is also responsible for selecting stocks in the Inheritance Tax Portfolio, comprised of AIM listed companies, which has been successfully managed since its inception in 2010.

Stephen is a Chartered Fellow of the Chartered Institute for Securities & Investment (FSCI) and also holds the Chartered Financial Analyst® designation (CFA®). The CFA® designation is globally recognised and attests to a holder’s success in a rigorous and comprehensive study program in the field of investment management and research analysis.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

https://www.blankstonesington.co.uk/