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Market Analysis

  • When to jump off the buy to rent wagon?

    When to jump off the buy to rent wagon?

    Real estate has always proved to be an investment opportunity popular with many investors. Locally, the trend is popular and has been picking up over the years, especially amongst young adults, intrigued by making profitable rental income over and...

  • Planning for retirement: a long-term process

    Planning for retirement: a long-term process

    Fixed income and equity assets have had a remarkable run over recent months, with bond yields (sovereign and corporate, investment grade and high yield) at record lows and (most) Equity Indices trading at record highs (or perhaps slightly off...

  • Is Japan’s perceived cost of living a misconception?

    Having just returned home and still bearing the brunt of jetlag, I can say that Japan, the second most developed nation in the world, was a sight worth seeing. Many cultural miles away to the norm we are used to, the experiences absorbed were a...

  • Understanding risk-adjusted returns

    In the industry, we are accustomed to reading primarily how investments have fared in terms of total returns. Because let’s face it, in essence, that it was matters most to investors right? It’s the percentage points that really matter most to an...

  • Time to invest in Danone shares?

    Danone is a French multinational food-products corporation based in Paris. It has four business lines: Fresh Dairy products, Waters, Early Life Nutrition and Medical Nutrition. The company is listed on Euronext Paris and on the OTCQX market via an...

  • European equity favourites

    European equity favourites

    In spite of fears that a correction is on the cards, European equities continue to edge upwards. Hints of an economic recovery, signs of possible inflation, an interest rate outlook that is has changed direction and a bond market that is losing...

  • Emerging Markets: Is there room for more upside?

    Emerging markets (EM) were vastly hit at the peak of the global commodity crisis, yet a turnaround has somewhat been on the cards since the beginning of 2016. There is potential for further positive momentum, but what challenges lie in the way of...

  • Eurozone, interest rates and the reflation trade

    The rate of growth in the single currency region continued to gather steam in the last months of 2016, with the leading indicators and key economic data releases so far this year pointing towards persistence in this trajectory and momentum in growth.

  • Allianz – Share buyback

    Allianz reported solid earnings last week, along with a promised €3 billion share buyback, A strong Solvency II ratio and a higher than expected dividend of €7.60 per share. The results are nothing but positive for holders of Allianz shares. The...

  • Factoring interest rates in investment decisions

    Factoring interest rates in investment decisions

    Rates of interest and the forecasting of their future values/rates are among one of the most important criteria which need due consideration when taking an investment decision. When the term interest rates comes to mind, one might easily relate...

  • Five UK stocks for 2017

    Five UK stocks for 2017

    Traders will never forget 2016. We went through an Asian crisis, Brexit, Donald Trump and an Italian referendum. Yet at the end of it all, the FTSE 100 still managed to close the year 15% higher. We started off 2017 on a much better note compared...

  • Understanding mergers and acquisitions

    Understanding mergers and acquisitions

    When the economy is booming, companies tend to identify numerous growth opportunities and such opportunities can present themselves in the form of mergers and acquisitions (M&A). A merger can be set in a number of ways and is usually whereby two...

  • The fixed-income market in January

    The fixed-income market in January

    Many market participants continue to question about the sustainability of the bond market in generating returns following years of gains. Some sort of skepticism is in place as to date we have a diverging monetary policy. In the US the Federal...

  • Large caps lift MSE share index

    Large caps lift MSE share index

    The MSE Share Index registered its second consecutive daily increase today with a further 0.4% rise to 4,741.506 points on the back of uplifts in the share price of BOV, HSBC and IHI. On the other hand, RS2 Software eased minimally lower whilst a...

  • Apple Inc. results beat estimates

    Apple reported financial results for the first quarter of fiscal year 2017 that ended December 31, 2016. The company posted all-time record quarterly revenue of $78.4 billion resulting in all-time record quarterly earnings per share of $3.36. Tim...

  • ‘Capital guaranteed’ - I don’t think so

    What is the difference between a bond and a bond fund? I was asked this question yesterday and it is important investors know the difference between the two prior to building their own portfolios. A bond is a loan a company/government or entity...

  • Interest rate risk – is it worth the bother?

    Interest rate risk – is it worth the bother?

    Bonds as well as bond funds (also known as collective investment schemes or mutual funds) are classified and categorised to be at the lower end of the risk spectrum of asset classes within global capital markets. Their distinct defensive...

  • Efficient investing at a macro level

    Many investors seem to believe that lots of money may be made through excessive risk. The resultant stock universe to the Maltese is often a medley of small caps, penny shares, share that are underperforming and obscure firms fished from shady...

  • New policies, new preferences

    President Trump has been quick to act on his campaign promises, by pulling the US out of the Trans-Pacific Partnership trade agreement, which to many has been seen as a move that gives China increased leverage in establishing itself as a key hub...

  • Investor discipline

    Investor discipline

    Let’s not beat around the bush - whoever invests is in it to make money (clearly not to lose money). Be it an investment in a money market instrument or a bank term deposit, a short term investment (in the form of a trade aimed at making a...

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