Stock-markets are falling. Does this mean that the nine-year bull market has come to an end, that shares are finally adjusting to some uncomfortable realities, as their extreme valuations have long suggested they would? [Read more…]
Shares: Should You Panic?
February 6, 2018 By
German government bonds decline
August 21, 2014 By
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…]
Multi-asset strategies essential
February 11, 2013 By
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…]
Investing in Bonds: Is It Crazy
July 23, 2012 By
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…]
Europe as German Empire
October 5, 2011 By
The German Eurozone Empire
A year ago I described Europe as being, in all but name, Germany’s empire of 500 million people – but one about to become a major burden. It would nevertheless stand by its “troubled empire.” Notwithstanding domestic opposition, Germany would “provide or mobilize enough financial aid” to avoid collapse of the Eurozone, “which would be so devastating to the nation’s political, economic and financial interests.” [Read more…]