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.
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September 1, 2022
With the US Nasdaq technology index having fallen 28% from its high on January 4th,…
May 3, 2022
March closed on a note of optimism for equity market investors but April’s stockmarket performance…
May 3, 2022
From being heavily oversold in late February, equity markets rebounded strongly in the last two…
March 20, 2022
For the second time in two years, discussion of global investment markets and investment strategy…
February 4, 2022
Equities around the world continued the bull run in 2021 which started amid the pandemic…
November 4, 2021
The pandemic has resulted in many people losing their jobs, and those worst affected by…
October 6, 2021
Largely unnoticed the dollar has gained strength steadily. It is now at it highest level…
September 9, 2021
Chinese technology stocks, pummelled during July and the early part of August, rebounded during the…
September 1, 2022
With the US Nasdaq technology index having fallen 28% from its high on January 4th,…
May 3, 2022
March closed on a note of optimism for equity market investors but April’s stockmarket performance…
May 3, 2022
From being heavily oversold in late February, equity markets rebounded strongly in the last two…
March 20, 2022
For the second time in two years, discussion of global investment markets and investment strategy…
February 4, 2022
Equities around the world continued the bull run in 2021 which started amid the pandemic…
November 4, 2021
The pandemic has resulted in many people losing their jobs, and those worst affected by…
October 6, 2021
Largely unnoticed the dollar has gained strength steadily. It is now at it highest level…
September 9, 2021
Chinese technology stocks, pummelled during July and the early part of August, rebounded during the…
