Asking the Right Questions
Market Recap: Week of June 15th 2015
Market Recap Global equity markets ended the week relatively flat as the Greek crisis dominated the headlines, against a backdrop of mixed economic data. US economic data showed positive signs that the economy is regaining momentum after a disappointing start to the year. Meanwhile,…
Greek crisis intensifies, the known unknown!
The Greek drama intensified last week causing markets to move erratically. The on-again, off-again deal between Greece and its creditors is fraying on investors’ nerves as the ending is becoming way too close to call. Early week gains on news that an agreement was…
Market Recap: Week of June 8th 2015
Market Recap: Most of the major equity indices ended the week in negative territory, against a backdrop of increased volatility in the bond market and the currency markets. The Euro strengthened significantly in the earlier part of the week as a resolution on Greece…
Market Recap: Week of May 25th 2015
Market Recap The majority of the major equity indices closed in positive territory last week, government bond yields moved marginally lower, and volatility picked up in the currency markets, as central banks remained front and centre.
The Psychology of Markets & The Beard Trend
The nature of markets, in particular the herd mentality often exhibited, flies in the face of the efficient market hypothesis and the notion of an efficiently priced market. Efficiently priced doesn’t necessarily mean fairly priced; as we’ve seen over time, asset prices can move…
Market Recap: Week of May 18th 2015
Market Recap Global equities were mixed last week after a raft of weaker than expected economic reports across the US, China and the Eurozone.
Market Recap: Week of May 11th 2015
Market Recap Financial markets ended a rocky week on a stronger footing, with big gains on Friday pushing the major indices into positive territory for the week, while there was relief for bond investors as yields eased lower.
Equity market valuations are “quite high”
Central bankers have not covered themselves in glory in the past when timing turning points in financial markets and real estate, and hence when they should take away the punch bowl.
Market Recap: Week of May 4th 2015
Market Recap: stronger Euro hurts European equities Most of the major equity indices were in the red last week, following weaker than expected economic data, most notably weak first quarter GDP data from the US and the UK.
Market Recap: Week of April 27th 2015
Market Recap Global equity markets moved higher last week as earnings announcements in the technology sector were received well, with investors in Amazon and Microsoft seeing big gains. The movement on some of the technology shares over the past few weeks on the release…
