Asking the Right Questions
Weekly Market Update: July 11th 2016
Market Recap Global equity markets were mixed last week as the major indices in the US outperformed their counterparts in Europe and Asia. Core government bond yields continued to confound, with the 10-Year German Government bond yield falling to -0.18%. Stronger than expected monthly…
Weekly Market Recap: July 4th 2016
Market Recap After a miserable Monday which saw large declines across all of the major equity market indices, soothing words from ECB President Mario Draghi and his counterpart Mark Carney at the Bank of England helped spur a relief rally for the remainder of…
Thoughts on BREXIT, breaking up with Europe
Sacré bleu! Hearts are breaking across Europe, as the European establishment has been jolted by the surprise result that Britain has voted to leave. As one might expect the initial reaction has been an emotional one, the innate fight-or-flight response of market participants has…
Interview Series: Colombia as a place to invest
As I have mentioned previously, I met with officials from Colombia’s Finance Ministry during my trip to the country in March. While the focus of our meeting was on the fundamentals of the Colombian economy, I was keen to learn more about the specifics of…
Weekly Market Update: May 9th 2016
Market Recap Global equity markets continue to struggle, with all of the major equity indices ending lower for the week. Europe and Asia underperformed the US, with the currency backdrop playing a huge part in the divergence of returns this year.
Weekly Market Update: May 3rd 2016
Market Recap Global equity markets were back in the red last week, after ending on a sour note Friday. Concerns over the global economy have not gone away, while earnings season has so far been mixed, most notably for some of the high profile…
BREXIT – “Staying friends” after a breakup
The risk of BREXIT – Britain exiting the European Union (EU) – looms large with the upcoming referendum on Britain’s membership of the EU, on June 23rd. Can Britain break European hearts while at the same time staying friends? And more importantly can Europe…
Colombia, not too different from Ireland
While I have only been loosely following markets over the last three weeks, after all in the short term it is all just noise, my three weeks in Colombia have provided me with new perspectives and insights that I look forward to sharing on…
Be careful where you invest your love…
Valentine’s Day, a day for celebrating love, albeit slightly contrived and infiltrated by the reach of commercialisation that permeates all walks of life. They say love is the most powerful emotion of all, therefore it is no surprise that the word is used so…
US Fed Policy: A Much More ‘Gradual’ Path
Global equity markets sold off sharply last week, as weak economic data outweighed the recent positivity generated by the prospect of more easing from the Bank of Japan (BOJ) and the European Central Bank (ECB). Much of the focus was on the US, as…
