Crystal Balls, Yield Curves & Old Folk

Arguably the greatest challenge that faces fund managers, those who give investment advice and investors alike is to correctly assess the strength and direction of the global economy and stock markets. Get those calls right and it should be evident whether to adopt a cautious or adventurous investment strategy. Good asset allocation will then follow. Currently that question is very …

Markets Retreat in Q1 2018

Global stock markets ended the first quarter of 2018 down. Data from HSBC Global Asset Management and Datastream showed the following index returns,* UK Equities: -7.3% Asia Pacific (excluding Japan) -7.2% Japan Equities: -5.5% European Equities: -3.3% Emerging Market Equities: -2.3% US Equities: -2.2% *MSCI are an independent producer of stock market indices widely used in the industry. These are …

Market Rumbles & Negative Yields on Bonds

Equity markets have been on the slide recently but this afternoon the FTSE 100 closed up 43 points. However the index is still below the psychologically significant 6,000 level. Naturally fears of a vote for the UK to leave the EU is clearly weighing on investors as is negative economic data and concerns about rising US interest rates. The flip …