Correlational Dynamics in Global Markets

MoneyWeek

Article

The Carry Crash In The UK Gilt Market

Nov 11, 2022

Most commentators think that the major cause of the gilt-market crash was the Liz Truss government’s “mini-budget”. The fact that gilts have now recovered most of their dramatic losses is widely interpreted as confirmation that “Trussonomics” was the

Kiplinger

Article

Stay the Course, Stay the Course, Stay the Course

Mar 16, 2020

With equity indices crossing into bear market territory, it's easy to get anxious seeing your account balance rise and fall several percentage points each day. Although the situation we face today is unique (coronavirus containment, oil price war, et

MoneyWeek

Article

Yield Curve Fear Is Back

Mar 25, 2022

Between war and inflation, markets have a lot to worry about. So fretting over an arcane-sounding bond market phenomenon may not be top of your priority list. But if history is any judge, it should be. We’re talking about the “inverted yield curve”.

MoneyWeek

Article

I Wish I Knew What Market Timing Was, But I’m Too Embarrassed To Ask

Feb 3, 2023

Market timing refers to any strategy that involves trying to predict future price movements and shifting between different investments to take advantage of them. To take a simple example, if you believe that shares are likely to fall and bonds to ris

MoneyWeek

Article

I Wish I Knew What Market Timing Was, But I’m Too Embarrassed To Ask

Apr 5, 2024

Market timing refers to any strategy that involves trying to predict future price movements and shifting between different investments to take advantage of them. To take a simple example, if you believe that shares are likely to fall and bonds to ris

MoneyWeek

Article

I Wish I Knew What Market Timing Was, But I’m Too Embarrassed To Ask

Jun 9, 2023

Market timing refers to any strategy that involves trying to predict future price movements and shifting between different investments to take advantage of them. To take a simple example, if you believe that shares are likely to fall and bonds to ris

MoneyWeek

Article

Central Banks Set To Pivot

Dec 8, 2023

Markets only care about what will happen, not what should happen. Since big decisions often hinge on event that we feel strongly about, this can be a psychological hurdle for investors. The adage “don’t fall in love with your stocks” exists for good

Kiplinger

Article

What to Do (and Not Do) When the Market Drops

Dec 12, 2018

It's been a long time since we ended a year with U.S. stock market being down. However, the longest bull market in U.S. history, which started on March 9, 2009, could finally be coming to an end. If you have watched or read any amount of news recent

Kiplinger

Article

Stock Market Today: Energy Rises, Comms Fall on Mixed Monday

Feb 7, 2022

The stock market followed up on its best weekly performance of 2022 with an up-and-down Monday session. A slow day on the data front allowed investors to further process last week's better-than-expected January jobs report; that benefited cyclical se

Finweek - English

Article

Is The US Market Close To A Crash?

Sep 29, 2021

on several occasions in the past I have referred to the fact that no one can determine what will happen tomorrow with absolute certainty. Some readers may disagree with me. If it’s Friday today, then I can tell you with absolute certainty that I will

Finweek - English

Article

Country-specific ETFs Require Focus On Risks

Aug 6, 2021

when we look at what happened recently in our country with all the looting, it might leave us totally disappointed. I do not want to become entangled in politics, but I wish to add that we are all very well aware that the higher the risk, the higher

MoneyWeek

Article

The Cost Of An Inflation Hedge

Nov 26, 2021

There aren’t many markets where one can feel optimistic about getting a good long-term return, but government bonds are in auniquely tricky position. UK ten-year government bonds (gilts) are on a yield to maturity – the annualised return if you hold

MoneyWeek

Article

Bearish Signals For EMs

Feb 24, 2023

There aren’t many high-level relationships in investing that seem to work consistently, but the connection between the strength of the dollar and the performance of emerging markets (EMs) is one. When the dollar goes up, EMs tend to struggle; when it

MoneyWeek

Article

Bearish Signals For EMs

Feb 24, 2023

There aren’t many high-level relationships in investing that seem to work consistently, but the connection between the strength of the dollar and the performance of emerging markets (EMs) is one. When the dollar goes up, EMs tend to struggle; when it

Finweek - English

Article

The Carry Trade Loses Its Lustre

Aug 21, 2020

given the low interest rate environment in South Africa, are there benefits to utilising a carry trade strategy? Although such a strategy is less applicable than in the past, it continues to exist and cannot be discounted. Essentially, a carry trade

MoneyWeek

Article

This Time It’s (slightly) Different

Dec 2, 2022

Since hitting a low of 3,577 on 12 October, down 25% since 1 January, the S&P 500 index has rallied by 12% to just over 4,000. The FTSE 100 index has rallied by 11%. It is barely down this year, but still 4% below its May 2018 peak. The yield on the

Kiplinger

Article

Rates Are Rising. Is It Time to Sell Your Bonds?

Apr 11, 2018

With interest rates still close to historic lows there has been lots of talk about how rising interest rates will reduce bond values. This hasn't been helped by President Trump's trade war threats, which have the potential of causing rising prices a

Rotman Management

Article

How Your Mood Affects Your Investments

May 1, 2017

In your research, you have found that investor risk appetites vary by season. How so? As daylight becomes less abundant in the fall and winter months, our moods respond accordingly. Many people can identify with the notion of ‘winter blues’; but at a

Kiplinger

Article

Hey, Investors: Don’t Panic about Inflation. Do This Instead.

Jun 29, 2021

There has been news circulating about rising inflation, and it has many people concerned. However, oftentimes the headlines fail to mention that inflation is always present in a healthy economy, and it is not necessarily a bad thing. Inflation is rep

Money Magazine

Article

Rise Above The Noise

Sep 4, 2019

Excuse me if I sound flustered! There’s so much going on. Companies have just reported their profits and dividends are set to flow. Interest rates are historically low and seem set to fall further. The Australian dollar is lower, exports are booming,

Kiplinger

Article

Avoid the Buy-High, Sell-Low Trap

May 25, 2018

When an investment legend who has seen 50% single-day declines twice in his career says he's never seen volatility like he's currently seeing, it means the market is in the midst of a once-in-a-lifetime wild ride. Despite the yo-yoing stock market, J

MoneyWeek

Article

How To Invest For Inflation

Feb 26, 2021

For around 40 years, inflation has not been a worry for investors in most markets. Indeed, since the early 2000s, deflation has been viewed as the biggest macroeconomic threat. That might be about to change. Markets are waking up to the risk that a b