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Quarterly Market Wrap Q3 2020

Global Markets Summary The dramatic turnaround in global equity markets from the coronavirus-induced slump in March continued in the September quarter, although prices fell back in the final month of the quarter after global benchmarks hit record highs. News headlines in the quarter were dominated on the one hand by hopes [Read More]

September 30, 2020

US Election 2020 Inside the Numbers

“The most fundamental problem of politics is not the control of wickedness but the limitation of righteousness” Henry Kissinger Regardless of political creed or levels of interest, the one thing we can safely agree on is that the Trump presidency hasn’t been boring. Comparisons with the 2016 presidential race are [Read More]

September 01, 2020

Time to Embrace Diversification and Total Return

In an environment of diminishing income returns a different approach to funding cashflow is required. This approach seeks to take advantage of the diversification benefits and growth potential from lower yielding assets and adopting a ‘total return’ mindset.

August 08, 2020

Global Markets and the Global Economy take different Paths

Since I last wrote in this column on 31 March there has been tremendous change. The way we live, the way we work, the way we engage with each other and the way we think about the future. Some of the change has been good, much of it terrible, and there is plenty that we’re still not sure about.

August 07, 2020

Tech has Skewed the Numbers

To make sense of this seemingly impossible dichotomy of rising markets and deteriorating fundamentals, we need to look more deeply into the stock market’s composition.

August 07, 2020

Massive Government Stimulus has Reflated the Markets

Any rational assessment of current market prices needs to factor in the huge increase in the money supply that has been spawned by global governments’ ‘whatever-it-takes’ intervention to support markets, businesses, and workers.

August 07, 2020

Likelihood of a Vaccine

Whilst still far from a certainty, we sense the odds of a vaccine being developed appear to be shortening. Researchers around the World are racing to develop a vaccine with more than 140 candidate vaccines now being tracked by the World Health Organisation (WHO).

August 07, 2020

How to Avoid a Permanent Loss of Capital

For investors, the real danger of crises such as this one is the possibility of suffering a permanent loss of capital. For the most part, this eventuality typically stems from one of four (mostly avoidable) strategies. Let’s have a look at each of these in turn: Exposed or Leveraged Stocks: [Read More]

March 31, 2020

What does Capitulation feel like?

The one thing we know with certainty with bear markets is that they will eventually end. The problem of course is working out when. In market speak, “capitulation” is the point where everybody has had enough, when investors can take no more pain, the bears have sold everything they had [Read More]

March 31, 2020
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