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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...

The fear of inflation acceleration in the UK as Brexit approaches

In the face of a high degree of political uncertainty surrounding Brexit, UK asset markets have remained...

Canada’s interest rate hikes in 2019

For the moment, Canada’s economy continues to gain the rewards of strong US activity and should see a...

Is the US at its peak?

Ten years after the global financial crisis, it is safe to say that the US has come out in a far stronger...

What should be done to safeguard the European bond market?

The completion of Greece’s financial rescue programme this summer has been highly regarded by many...

Why the reinvestment rate risk matters

It is quite common for investors to view the risk of an underlying bond investment from different angles, be it...

European high yield debt, worth the dip?

European high yield (HY) debt over the past years has emerged as one of the best performing assets within its...

Does higher economic growth lead to higher returns?

Most investors/analysts view the economic growth of a country/region as a good predictor of stock market returns,...

Understanding asset classes and how they impact portfolio returns

Investing and risk are commensurate and synonymous with one another. The returns on an investment, and more...