coronavirus

With global markets officially in correction territory this week, February has very quickly become a month to forget for investors. But as the famous expression by...

Stock Markets have been the last to catch onto the economic impacts of Coronavirus, and are now beginning to feel the full effects. Join us for an update as we discuss...

Today I explain why the Coronavirus is killing markets, and will almost certainly demand central bank and treasury interventions that will in the next few months...

Most studies agree that asset allocation adds way more over time than stock selection. They also agree that private investors cost themselves a lot of money over a...

In recent weeks we have highlighted the limited response of equities to the coronavirus outbreak, contrasting with commodity, bond and FX markets, which all showed...

The last three major market drawdowns resulted from human behaviours. China’s currency devaluation in August 2015, the volatility blow up in Feb 2018 and the...

Enclosed are some thoughts on decision-making inputs that might influence portfolio construction as we move through the novel coronavirus (COVID-19) epidemic towards a...

Chris Watling, Chief Investment Officer at Longview Economics, believes that markets are entering the second year of a ‘mini-cycle upswing’ which typically lasts...

The market had risen 33.06% from December 2018 to the high last Thursday. That’s over 1.2 years. The average annual return from the stock market is 5.7% pa. So in 1.2...

Global markets received a wakeup call over the weekend as a string of countries closed borders with Italy and Iran due to outbreaks of Covid-19 (coronavirus). South...