August 16, 2018

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Economic strategies distorted by political priorities

John Maynard Keynes

Both sides of this debate support the need for structural reforms, but Keynesians argue that austerity makes them more difficult to achieve. For instance, if you wish to liberalize the labour market, the initial consequence is likely to be higher unemployment. You need to cushion that through state benefits until the delayed greater efficiency produced by reforms comes through. [Read more…]

Contained Depression

How to Break Out of “Contained Depression”

great depression

The well-known American economist Larry Summers recently caused a stir when he told an International Monetary Fund research conference that there will be no easy return to pre-crisis normality in the advanced economies. [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…]

The Global Mountain of Debt

The Global Mountain of Debt By Michael Zuber

John Exter was a remarkable man in US economics and finance. His colourful career included positions as Vice President of the Federal Reserve Bank in New York, as Vice President at First National City Bank, and as a member of the Council of Foreign Relations. [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


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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…]

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…]

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…]

Profligate money creation in Europe

European Central Bank - Mario Draghi

European Central Bank – Mario Draghi

Japan’s central bank is under pressure from the newly-elected government to step up its easy-money policies. [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…]