February 20, 2018

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Goldilocks continues to rule

credit - goldilocks environment

Goldilocks continues to rule in investment markets

A Goldilocks environment is one where there are no extremes – economic growth is positive but moderate, inflation is low, exchange rates fluctuate within a comfortable range, central banks pursue market-friendly money-creation and interest-rate policies. Conditions are neither too “hot” nor too “cold.” [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…]

High-Risk Products

Banks High Risk

Banks Love to Sell These High-Risk Products By Michael Zuber

A longstanding reader of On Target recently received an investment promotion from the private client wealth management branch of one of the world’s largest, best-known and most prestigious banks. It offered a mouth-watering annual yield of 18 per cent. [Read more…]

High Costs for Poor Returns

Investing

I recently received a plea from a lady living in Thailand to warn people against a well-known locally-based financial adviser to expats for “locking clients into long-term investment products promising high returns, but in actuality delivering low returns and high fees.” [Read more…]

View on US, Emerging Markets

Marc Tenwick

Marc Tenwick

Worldwide, the average investment manager is extremely underweight in the energy, commodities and emerging-market sectors, according to the latest Merrill Lynch survey. [Read more…]

Lessons from Cyprus

Cyprus Banking

Cyprus Banking

Once again, scary speculation about the consequences of the financial collapse in Cyprus turned out to be rubbish. [Read more…]

Just a matter of time

 

Currency Reserves

Currency Reserves

There are reasons why major nations haven’t done this yet. But the probability is that they will be driven into doing so in time, as global economic growth remains sluggish, governments fail to implement the radical reforms needed to kick-start higher growth, annual borrowings required to finance fiscal deficits stay high, and the private sector becomes increasingly unwilling to lend money to governments at derisory rates of interest. [Read more…]

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…]

Gold Readies for Another Upsurge

Gold Surge

The gold price seems to have been slowly but relentlessly sliding since it peaked at $1,920 in September 2011. This has been the strongest of the four corrections in the soaring bull market that began 12 years ago, with a fall of about 13 per cent. [Read more…]