November 23, 2017

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Risk of an Attack of Nerves

Wall Street

Wall Street

April is the month when stock markets usually fall out of bed, starting major corrections that last sometimes till just July, other times dragging on into the foothills of Christmas. [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…]

The Case for Investing in Autonomies

The Case for Investing in Autonomies

Nestle Food Group

Nestle Food Group

“Nestlé is the new Treasury bond,” say GTI fund managers Iain Little and Bruce Albrecht.

The Swiss giant is an outstanding example of the select group of multinationals that are so big, diversified, well-managed, successful and largely in control of their own destiny that they are comparable to nation-states. Of the 100 largest economies in the world, 51 are actually those of corporations, not countries. [Read more…]

Resources for maintenance, replacement, expansion

Scarcity of resources for maintenance, replacement, expansion

Investing in Infrastructure

Investing in Infrastructure

There are also lots of goodie-goodie public relations opportunities in being seen as major promoters of social goods such as roads, railways, airports, schools, hospitals, power and water services. [Read more…]

An Opportunity for Long-term Income

Infrastructure Investment

Infrastructure Investment

If you need income with a low level of risk, there aren’t many options these days.

Interest rates are absurdly low as central banks create huge quantities of digital money to shield governments, mega-banks and powerful elites from the consequences of their shoddy policies, exploitation and general irresponsibility. (It’s the largely-innocent masses who bear the costs). [Read more…]

China, a Mid-Year Buying Opportunity

China: a Mid-Year Buying Opportunity

China Stock Market

China Stock Market

Why has the Chinese stock market performed so poorly over the past year when Wall Street has done well? Is the situation about to change? [Read more…]

Safety beyond the reach of money printing

The Printing of Money

The Printing of Money

Central banks are now flooding the world with electronic money that provides a basis for explosive inflation in the future. Why is it unrealistic to expect that a growing number of investors will take the view that some of their wealth is safer in assets whose value cannot be consistently degraded by official policies, because their quantity cannot be expanded without limit by irresponsible governments? [Read more…]

Good Year for Investors

Good Year for Investors

Good Year for Investors

It Should Be a Good Year for Investors

It is important to have a game plan that shapes our investment tactics – to move forward beyond the short-term volatility of the markets, reduce the risk of emotion-driven wrong decisions, and make it easier to ignore the turbulence. [Read more…]

Why Its Time Again to Buy into Asia

Crisis provides Opportunities

Crisis provides Opportunities

Crises offer the best opportunities for investors, although we need nerves of steel to seize those opportunities.

You might have expected all the bad news from Japan and the Mideast to clobber Asian stock markets. But they have done nothing of the sort.

After a moderate correction, the markets as a whole remain in an uptrend. The bourse you would expect to be hit the hardest, Japan, plunged immediately after the tsunami, but has already recovered half the ground lost and is now well above levels seen last year. [Read more…]

Ten investments to buy

Ten investments to buy

Gary Shilling - The Age of Deleveraging

Gary Shilling – The Age of Deleveraging

Here are the ten investment categories that Shilling favours for the long term: [Read more…]