176 insights found
Most investors acknowledge that markets are at high valuations although there is active debate as to whether this is a sign of impending reversal. I think not.
Some old favourite themes have been in focus this week as we took a breather from events in Washington.
I hope you were able to stay safe and enjoy the holidays and I wish you a very happy and prosperous 2021.
Risk premium repression
In 2021 the pandemic should be over, Trump will be gone and Brexit done. But one thing will still be with us and that is the overwhelming influence of monetary policy over financial markets
Shaken or stirred, Mr Bond?
There are still lots of reasons not to be bearish on fixed income. However, the macro outlook does lend itself to the idea that somewhat higher yields would not be out of place.
See the light
Stock markets reached record highs before the Thanksgiving holiday.
Hoping to give thanks
Markets want to trade with cyclical hope but we might be back in a wait-and-see regime for a few weeks.
Say goodbye, say hello
It seems we might have reached the point when it is reasonable to expect that growth will extend beyond online shopping, communications, payments systems and distribution businesses.
And the winner is....
It’s been a fascinating US election so far, as we all thought it would be. Fears of a presidential meltdown at the prospect of losing appear to be materialising before our eyes.