equity market

Good news is good news. Bad news is good news. And no news is good news also! Global equities pushed higher last week as positive ‘re-opening’ data, no second waves,...

Consider a crowded street fair, commonplace to so many of us just 6 months ago. Today, does the thought of visiting the food stalls and shops fill you with fear and...

Across developed economies, which have all shown continued signs of weakness of late, the United States has experienced relatively stronger growth while the stagnant...

A resumption of US-China trade tensions saw global equities pull back in May, with the MSCI All-Country World Index declining by 5.7% in local currency terms. As seen...

The following is an extract from a note that was recently sent to investors in the Montaka Global Fund. The second best book that I read in 2017 was Professor Andrew...

One of most reliable early warning indicators of an impending equity bear market is the shape of the US yield curve. When short-term interest rates are higher than...