Powell Signals “Green for Go”

Mar 23, 2021

12:03 am

• The Fed sees growth but no lasting inflation • The market is pricing a return to pre-GFC inflation of 2.25% • Bond yields are set to rise and pose a quandary for investors facing low yields and high rate risk • Old-fashioned dividend stocks offer a way out • They offer higher income, growth…

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Will the Fed Twist or Stand?

Mar 15, 2021

9:21 am

• The Fed meets this week. Will they twist QE to suppress long term US yields? • They have much to think about inflation, but no change in stance expected. • Market inflation forecasts on the rise. • Will the Fed recognise that the passing of Biden’s plans questions how long they can keep rates…

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Turning Tides

Mar 9, 2021

8:51 am

At times, bad news is good news for the stock markets. A backdrop of massive economic disruption caused many stock markets around the world to rise and hit lifetime highs. At the core of this risk on environment were interest rate cuts to multiyear lows that left investors little option but to take on more…

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Rotating to the Old Normal

Mar 8, 2021

8:49 am

• Global growth data is strong and getting stronger • The upward pressure on bonds yields is here to stay – think a 10 year bond yield of 3% • Rotation away from last year’s winners of technology and duration • The new portfolio winners will be income producers: back to the Old Normal Last…

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