The year 2025 made some very handy returns for investors. With a tail wind from interest rates cuts in most countries during the year ‘risk assets’ did very well. The…
The big news today is the return of Donald J. Trump to as 47th President of the USA. Poll’s had it too close to call. But the betting markets had…
It was a great financial year for markets. Although things looked a bit shaky in September and October 2023 it was in early November that the markets perked up, and…
Our first chart in this update shows the 12 month returns for some of the major markets that investors generally have exposure to. (we use these common exchange traded funds…
Share markets have posted solid returns in the financial year ended 30 June. While the month of June 2022 was a shocker, where the ASX fell 8.25% and the S&P500…
The year 2022 was a stinker. In financial terms at least. The Russian invasion of Ukraine, leading to an energy crisis, resulting in rampant inflation, followed by central banks around…
This has been, by most accounts, a terrible year for markets. Global equities are down, bonds are terrible, and property prices are coming under pressure. So far it has been…
Stocks are in a bear market and with the energy crisis not improving, the odds are that many G7 countries are headed into a recession. Investor and consumer sentiment readings…
What have we learned from past rate hike cycles? In this post I dive into some of the details that are important for you to understand.
In recent months the US first quarter GDP was revised to -1.6%. The Q2 results are not yet in, but the Atlanta Fed publish a ‘GDPNow’ data series that is…