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Market Analysis

  • A look back at equity markets in 2015

    A look back at equity markets in 2015

    Looking back at 2015, there were a lot of events during the year that created volatility in equity markets. Below is a list. Quantitative easing in Europe On January 22, the ECB announced quantitative easing in Europe with combined monthly...

  • Draghi disappoints – what next?

    Draghi disappoints – what next?

    Draghi Disappoints – what next? On October 22, Mario Draghi, the president of the European Central Bank, advised markets that he was prepared to cut interest rates and step up quantitative easing to stave off the risk of a renewed economic slump...

  • ECB meeting fails to meet expectations

    In a surprise twist of events, the ECB’s meeting yesterday concluded with measures that failed to rise to markets’ expectations despite Draghi’s reputation of being a central banker that is willing to “do whatever it takes”. This is not to say...

  • Different investments styles

    An investment style is somewhat underestimated nowadays, yet gaining a basic understanding of the major investment styles is one of the fastest ways to make sense out of the thousands of investments available in the market today, and the mere...

  • Shipping movements

    These ships are expected in Malta: The Avonmoor from Tunis to Gemlik (CMA CGM Malta Agency Ltd), the MV Eurocargo Malta from Genoa to Livorno (Sullivan Martime), the MSC Beatrice from Singapore to Barcelona (John Ripard & Son Ltd) and the Seago...

  • Emerging Markets - main drivers of risk-off mode in 2015

    2015 was a challenging year for emerging market (EM) currencies, and 2016 is expected to bring with it some challenges too, albeit many analysts believe that the pace of depreciation will be significantly lower than 2015. The concoction of...

  • December, picking up the pieces and planning for 2016

    December is usually the month where investors and asset managers alike take stock of what happened throughout the year, which investments were the leaders and which were the laggards, what lessons are to be learnt from the year gone by, and how,...

  • Markets gearing up for December

    Markets gearing up for December

    With this month soon due to come to an end, investors are eagerly and anxiously awaiting the December events, most notably the monetary policy meetings of the European and US central banks. Much has been written about these two events and...

  • Short term investment ideas – December 2015

    Short term investment ideas – December 2015

    The most important date for investors in December must be today week, December 3. At its October meeting, the ECB expressed concern on inflation and hinted at further quantitative easing. As a result most market analysts expect further easing to...

  • Why dividends mean more than cash in the bank

    Why dividends mean more than cash in the bank

    Nothing puts a smile on an investors face like an increase in dividends. Dividends are cash distributions that many companies pay out regularly to shareholders from earnings that send a clear message about future prospects and current performance.

  • Terror threats and the Eurozone recovery

    Terror threats and the Eurozone recovery

    Following the Paris terror attacks, equities traditionally sold off across the board, as per the norm following such events, with an influx seen into safe haven bonds. The move was one of panic however and was short lived as equity markets,...

  • Unilever NV – Time to invest?

    Unilever NV – Time to invest?

    Unilever shares are up 30 per cent year-to-date, an excellent performance especially when compared to the Euro Stoxx 50 which is up 12 per cent over the same period. The question is, does the rally in these shares still have legs? My answer is...

  • A balanced tone is a bullish signal

    According to the latest minutes of the Federal Reserve (Fed) monetary policy meeting the first rate hike in the US in many years might come before year-end. Although markets have increasingly priced in such a scenario in the aftermath of the...

  • European Technology

    European Technology

    Technology is often associated with the US. The impression exists that if it is cutting edge it must be coming from Silicon Valley. This is amusing as immediately two firms come to mind that have shaped the way we interact and the way we play music.

  • Shipping movements

    The following ships are expected in Malta: The Alexander Sibum from Algiers to Sousse, the CMA CGM Racine from Genoa to Port Said (both CMA CGM Malta Agency Ltd), the MV Eurocargo Malta from Genoa to Livorno, the MV Supreme Ace from Kanda to...

  • Bubbles

    A bubble in the financial context, generally refers to a situation where the price for an asset exceeds its intrinsic value. During a bubble, prices for a financial asset are highly inflated. The terms "asset price bubble," "financial bubble" or...

  • A silver lining amidst the energy crisis for US natural gas companies

    Oil prices have been the talking point over the past year, as the supply glut has brought commodity prices to near seven year lows. Natural gas was one of the worst hit commodities. This time last year the Henry Hub Natural Gas 1 Month futures...

  • A game of percentages

    In the world of finance, percentage return is probably the performance common currency. In other words, if you gain ten percent from an equity investment, ten percent from dividends, ten percent from a derivative, ten percent on 100 thousand and...

  • Are emerging markets highly dependent on central bank policies in the developed world?

    Are emerging markets highly dependent on central bank policies in the developed world?

    Emerging markets (EM) have been pretty much in the limelight for the good part of the second half of this year particularly on the back of a marked deterioration in the commodities market but also due to the weaker economic backdrop and...

  • Why you should consider investing in Disney

    Why you should consider investing in Disney

    Walt Disney is one of the largest and diversified international companies specialising in entertainment, media, parks, resorts and various consumer products. The company also operates highly popular amusement parks around the world, and also...

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