The weakness of the US jobs report last week bodes well for a continuation of easy monetary policy in the US. As a consequence, weakness seen in the equity markets over the last two weeks is quickly reversing, as is the momentary pick-up in precious metals. Equity prices in the US in particular are of course more expensive than 5 years ago but not too expensive if earnings can hold up…”if”. In any case, with one in four couples currently aged 65 likely to see one partner reach the age of 97, we can all afford to take a much longer term view toward investing in real assets.
DOWNLOAD FULL REPORT (PDF)Previous Market Bulletins
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January 2, 2021
Look forward to 2021! This should be a good year, with the roll-out of the…
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December 7, 2020
November was the best month on record for equities across the globe as they averaged…
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November 2, 2020
So, will it be ‘divide and conquer’ Trump or ‘another empty seat at the kitchen…
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September 2, 2020
The Lifetime Allowance (the limit of the amount of pension fund which can be accumulated…
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August 27, 2020
China was responsible for starting the corona virus pandemic last year, and now they’re taking…
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July 11, 2020
The US Federal Reserve has said it will not raise interest rates until 2023 at…
-
July 11, 2020
Sell in May and be an idiot!”, was how CNBC’s Jim Cramer summed up his…
-
April 14, 2020
The fact that everyone now, wherever they live in the world, is affected in some…
-
January 2, 2021
Look forward to 2021! This should be a good year, with the roll-out of the…
-
December 7, 2020
November was the best month on record for equities across the globe as they averaged…
-
November 2, 2020
So, will it be ‘divide and conquer’ Trump or ‘another empty seat at the kitchen…
-
September 2, 2020
The Lifetime Allowance (the limit of the amount of pension fund which can be accumulated…
-
August 27, 2020
China was responsible for starting the corona virus pandemic last year, and now they’re taking…
-
July 11, 2020
The US Federal Reserve has said it will not raise interest rates until 2023 at…
-
July 11, 2020
Sell in May and be an idiot!”, was how CNBC’s Jim Cramer summed up his…
-
April 14, 2020
The fact that everyone now, wherever they live in the world, is affected in some…
