HindeSight Letters #93 October 2022 - NEWSLETTER

WHY SUBSCRIBE TO THE HINDESIGHT LETTER?

INVESTMENT INSIGHTS

Not only do we break down the reasoning behind our monthly share choices, we explain the methodology behind investing so you will learn more about strategies and how they impact your portfolio. Investing is like anything else, the more you know, the better you'll be at it and the better your decision to invest will be. 

EMAIL ALERTS

You will also receive timely email alerts detailing portfolio changes to the HindeSight Dividend Portfolio #1, that covers FTSE350 stock as suggested by our Hinde Dividend Matrix and seasoned money managers. These are for immediate changes in opening or closing a position.

HINDESIGHT PORTFOLIO SELECTION

In our monthly HindeSight portfolio selection article we cover in-depth and in plain English, our reasons why we added the previous share to our portfolio with additional insights and performance data that's usually reserved for the trading floor. 

OVERVIEW

Our overview features analysis, research & opinion on the latest news and current affairs and is a window into understanding factors that shape markets.

---

WHY CHOOSE US?

HindeSight Letters is a unique blend of financial market professionals – investment managers, analysts and a financial editorial team of notable pedigree giving you insights that never usually make it off the trading floor.

We help our paid subscribers have 100% control to build their own portfolios with knowledge that lasts a lifetime and all for the price of a good coffee a month - just £4.99. Our history is there for all to see, measure and research.

CONTENTS

OVERVIEW

INVESTMENT INSIGHTS

HINDESIGHT PORTFOLIO SELECTION

HINDESIGHT DIVIDEND UK - PORTFOLIO #1 (OCT 2022)

OVERVIEW

In the 13th Century, when Marco Polo and his brothers travelled along the Silk Road from their homeland of Venice, they were welcomed with open arms by Kublai Khan, the emperor of the Yuan Dynasty, an off-shoot of the Mongolian Empire, that at one time controlled the entirety of China and surrounding lands. The Silk Road, named after the most sought after fine silk products that were made in China was a series of trade routes from West-East that was arguably in existence from 100BCE until CE1453 when it saw significant disruption by the Ottoman Empire. While trade and travel flourished for centuries, with merchants and diplomats journeying across the two continents, it is most well documented by the writings at the time in
“The travels of Marco Polo”.

Historians will always debate the start of globalisation, some prefer to think of Christopher Columbus’s voyages to the New World, while others will always refer to the Ancient Silk Road as the first global supply chain that connected previously unknown worlds with the exchange of goods, knowledge and customs.

Why am I writing about a well-researched subject such as globalisation?

Because I believe that we have clearly entered a period, potentially lengthy period where the intense globalisation forces, certainly from 1990 until 2020, pre-Covid, are going into reverse and the implications will significantly challenge our anchoring and normalcy biases of that three decade ‘golden era’.

Some of the generally accepted measures of globalisation include;

• The flow of exports as a % of global GDP

• The flow of capital and investments as a % of global GDP

• Migration of people and labour

• Communication and technology

In the modern era, which I will define as the last two centuries, there have been some clear periods of globalisation, deglobalisation and status quo. In the chart below, we can extend the time scale slightly earlier to 1815 and label the waves;

To continue reading the rest of the HindeSight letter please subscribe for the price of a cup of coffee per month, only £4.99.

Subscribe to the HindeSight Investment Letter and reap the benefits from the exclusive one or even two Dividend stocks per month as suggested by our Hinde Dividend Matrix. With your paid subscription you also get a Macro view of the markets and exclusive Add & Close alerts to your inbox.

HindeSight Publishing which runs HindeSight Letters is a unique blend of financial market professionals – investment managers, analysts and a financial editorial team of notable pedigree.
We help our paid subscribers build their portfolios for a price of a cup of coffee, only £4.99 per month or save 2 months on our yearly plan and pay only £49.99.

Visit hindesightletters.com for more information