Japan has the biggest Central Bank Bubble

Japan's economy was a huge success story in the past, and today the country is wealthy, healthy, and the aging...

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Global crude oil influencers

Crude Oil is one of the world’s most demanded commodity because of its versatility in terms of products....

Rebalancing an investment portfolio

Portfolio rebalancing refers to the process through which investors periodically reset and realign the weightings...

Understanding how hedged share classes work

Any person working within the funds industry as well as those people whose investment portfolio consists of some...

Valeo - Reducing our recommendation to hold

Valeo reported results for 2018; we reduced our stance from a Buy to a Hold and reduced our price target from...

Around the world: economy forecast

Recently, 40 major economies were analysed based on inflation and GDP growth, the signs all point to Asia in...

Investor’s patience pays off as credit spreads tighten

In my article on February 19 “

France: wait and see

In France, the last business confidence survey showed that the trend of pessimism that had hit the country in...

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Why not to currently invest in the banking sector

Stocks of European banks are currently lagging behind market indices. 2018 saw roughly 300 billion euros in...

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Investors – be patient yet be humble

Quantifying how important the value of money is in a person’s life is extremely cumbersome to say the...

Amazon – Stay in the Game

Amazon reported earnings beat for Q418, but first-quarter revenue guidance fell short of expectations due to...

Building an investment portfolio: stocks vs bonds

Turmoil in the stock market can put investors on edge. After witnessing recent market turbulence, specifically...

Trade war anxiety

At this point, it is to everyone’s knowledge that an ongoing Trade War has been active given how markets...

Corporate bond yields and their relevance

Fixed Income instruments, also known as bonds, issued by companies are known as Corporate...

Stubbornly strong Germany

German unemployment has increased by 196,000 in January (not seasonally adjusted), bringing the total number of...

The abrupt monetary U-turn – a leading indicator pinch

The economic pressures over the past days have abruptly pushed the Federal Reserve (Fed), to place the...

Economic activity being driven in wrong direction

Economic growth is a direct function of productivity which measures the amount of leverage an economy can...

May the force be with you

We are well into 2019 yet the themes which characterised 2018 are nowhere close to being resolved. More than two...

A new US vs China tech cold war

Key themes for 2019

Is it time for the bear market to take over?

Following the worst year for the stock market in the last decade, will 2019 offer any hope for...