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Central Bankers – Finally an Admission of Guilt

Aug 31, 2020

9:06 am

• Federal Reserve guides to lower for much longer. • No major central bank minded to raising rates over the medium term. • Credit markets continue to be attractive in the absence of a positive cash yield. • Emerging markets have a huge opportunity to exploit. • Low rates and accommodating monetary policy not necessarily…

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Fuzzy Markets

Aug 24, 2020

9:29 am

• Economic data shows that investors have to keep half an eye on a slowdown. • European and Japanese confidence data fails to convince – services a notable weak point. • Tesla share price gains defy logic, except to Robinhood investors. • China’s asset management and asset markets continue to attract foreign capital. • The…

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Pockets of Inflation

Aug 17, 2020

12:12 pm

• Pockets of inflation causing some stress for investors. • We do not expect a general rise in global inflation but remain watchful. • Central banks in emerging markets still have scope for further rate cuts, although be patient with India. • Good geopolitical news from the Middle East, if only there was more. Pockets…

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Look for Value in True Growth or Solid Dividends

Aug 10, 2020

7:14 am

• Good economic data encourages risk taking • Persistent low interest rates help sectors beyond tech • Watch for a re-rating of emerging markets • After a wobble, REITS are finding their feet and are still good value • The life of a CIO is never easy There was little in the economic data last…

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