November 23, 2017

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German government bonds decline

low volatility

Over 2014 there has been a steady decline in the yield on German government bonds. As a result bunds have outperformed other developed markets. [Read more…]

Plan for Low-Risk Investing

Stock Strategy

Plan for Low-Risk Investing with the Browne Plan

The simplest way to invest is a Browne Plan. It promises steady capital growth with minimal downside risk, requires no management beyond an annual portfolio review, and frees you from having to make any decisions about what’s happening in the markets. [Read more…]

Keys to Improving Your Investment Profits

Crowd Money - Eoin Treacy

Crowd Money: A Practical Guide to Macro Behavioural Technical Analysis* is, in my opinion, the best new book on investing to be written for many years. [Read more…]

Quantitative Easing Madness

The Mysterious Madness Called QE

Quantitative Easing

Quantitative Easing

Quantitative Easing (“money printing”). Investors love it. It’s an avalanche of liquidity that drives up the value of interest-sensitive investments. Everybody gets richer. Or so it seems. [Read more…]

When the Money Runs Out


Kindle Edition: Check Amazon for Pricing Digital Only

Multi-asset strategies essential

Multi-asset strategies

Multi-asset strategies essential as volatility continues, say Barings

– Barings’ annual study of best and worst performing asset classes shows sharp swings in performance
– While European equities top the 2012 list, the class was one of the worst performing in 2011 and 2010

Annual research from Baring Asset Management (“Barings”) into the best and worst performing asset classes over the past five years has revealed that sharp swings in performance for mainstream investment sectors continued in 2012, underscoring the benefits of a multi-asset approach to investing. While European equities lead the way in terms of 2012 performance, returning 17.8%, the asset class was one of the worst performing in 2011 as well 2010 and 2008 (see table below). [Read more…]

Billions moving into land buys

Farmland is essentially a long-term investment

Farmland is essentially a long-term investment

Farmland has risen in value at an average rate of 3.4 per cent a year since 1850 in the UK, and at an average of 6.2 per cent since 1967. Farm prices in the US have risen by 150 per cent in real terms over the past century. Some well-known private investors such as Jim Rogers, and some big institutional funds such as America’s TIAA-CREF, are moving billions into purchase of farmland in low-risk nations such as the US, Australia and Canada, and higher-risk areas in South America and East Europe. [Read more…]

Basic food crops evolved

Agriculture Business

Agriculture Business

Basic food crops evolved over an unusually favourable period

  • There will be increased weather instability, notably floods and droughts, but also steadily increasing heat. The climate is changing and becoming more hostile to farming.

Grains have developed over many thousands of years in an unusually moderate and stable climate (moderate, that is, over a scale of hundreds of thousands of years); and selective breeding of the last few hundred years was also done in that moderate environment. [Read more…]

Escaping tax on gains

Escaping tax on income, wealth, capital gains

Income Tax

Income Tax

Although governments have become increasingly aggressive in attacking the use of international structures to reduce, avoid or evade tax, there are still ways of using global planning to this end. [Read more…]

Investing in Bonds: Is It Crazy

Treasury Bonds

Treasury Bonds

Most advisers say it’s crazy to invest in bonds. But then they would, wouldn’t they? Nearly all of them, and their clients, missed out on what has been one of the greatest bull markets in history for this asset class. [Read more…]

Austerity v. Growth

The War over Austerity v. Growth

Austerity vs Growth

Austerity vs Growth

Should governments focus on borrowing less to finance their spending — or rather focus on spending even more, to promote economic activity, giving debt reduction a lower priority? This is the austerity versus growth argument that divides economists into two increasingly vocal opposing camps offering policymakers conflicting advice. [Read more…]