Low Yield, No Yield, Negative Yield – Buy Now But Don’t Forget to Sell
· The amount of negative yielding fixed securities has hit a new record · The Federal Reserve and the ECB are expected to resume easing of interest rates · Secondary market liquidity for many fixed income securities is dying · Outstanding debt is setting all-time highs
- 12/07/2019
- 4
Interest Rates, Global Value Chains and Bank Reserve Requirements
· Global Value Chains have suffered since 2009. · Despite low interest rates, financial costs remain too high. · Bank profitability has not recovered, yet banks are still too big to fail.
- 28/06/2019
- 4
Gold – Is It All that Glisters?
Uncertainty about US trade policy has truncated the rally in stocks Gold remains supported by central bank buying and fears of a US$ collapse Gold miners look best placed to reap the benefits regardless of direction A collapse in the U$ is needed for gold to rally substantially In Q4 2018, as stocks declined, gold rallied 8.1% and gold mining stocks 13.7%. It was a prescient reminder of the value of gold as a portfolio diversifier. There have, however, been some other developments both for gold and gold mining stocks which are worthy of closer investigation.
- 14/06/2019
- 6
Trade Wars, The Prospects for Freer Trade and the Impact on Asset Prices
· Will the Sino-US trade war breed contagion? · Will the dispute trigger a global recession? · Has the era of freer trade ended? · Will asset prices suffer?
- 24/05/2019
- 7
Debasing the Baseless - Modern Monetary Theory
· Populist politicians are turning to Modern Monetary Theory · Fiscal stimulus has not led to significant inflation during the last decade · MMT is too radical to be adopted in full but the allure of fiscal expansion is great · Asset markets will benefit over the medium-term
- 10/05/2019
- 6
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