global markets

Macro
Roger Montgomery

There’s been a lot of talk of inverted yield curves in the US and whether they portend a recession or a stock market crash. But, I wonder whether we need to watch the yield curve as much as exuberance in stocks themselves?US yield curve inversionCurrently about 3/5ths of the US... Show More

Andrew Macken

The following is an extract from a note that was recently sent to investors in the Montaka Global Fund. At Montaka, we believe there are five major forces that will significantly shape investment returns over the coming decades. One of these relates to the “New World Order” that is currently... Show More

Andrew Macken

After several years of plain sailing, investors are now having to contend with global markets that are far more risky. These market conditions have been created by an almost perfect storm of global issues. While the issues are out of our control, there are important steps we can take when... Show More

Tim Kelley

Last week saw an abrupt gear change, with global equity markets taking a step backwards and volatility suddenly spiking much higher although so far, the market disruption hasn’t had much of an impact on overall valuations. In this video Tim gives you a perspective on how here at Montgomery we... Show More

Peter Wilmshurst

The US market has become more complex. Earnings have been strong during 2017 but multiples are highly elevated, meaning there are increasingly fewer opportunities. One of the biggest risks for markets would have to be US equities. It’s more than 50% of the MSCI World Index, and where many people... Show More

Roger Montgomery

Right now, investors are facing two options: invest in the market’s momentum, while acknowledging that low returns are likely; or step aside, given the risk of low returns and higher volatility. Of late, we’ve chosen the latter option, as we are convinced it is the rational approach. But many investors... Show More

Magellan Asset Management

Hamish Douglass, the CEO, CIO and Lead Portfolio Manager (Global), discusses why capital preservation is important, gives his five biggest risks for global markets and explains why he is cautiously optimistic about President Donald Trump’s pro-growth. Show More

Chad Slater

Each half, we provide a series of “anti-forecasts” for what will NOT happen over this period. Discover whether our July 2016 calls ended up being right. Next week, we will publish our forecasts for the coming six months. http://www.morphicasset.com/blog/scorecard-anti-forecasts-dec-16/?woo_source=Livewire/ Show More

Clime Asset Management

They will call it something else but “helicopter money” is coming. With interest rate cutting and quantitative easing reaching the limits of their effectiveness, central banks are pressed to come up with new tricks. If this does in fact come to fruition, there will need to be a number of... Show More

Saxo Capital Markets Australia

Gains from 2014 and 2015 have been wiped out thanks to January 2016. So says Saxo's Chief Economist, Steen Jakobsen. Many are pointing the finger at China, but he says its economic slowdown is not new news. He feels the dragon is only being used as a scapegoat. Steen explains... Show More

Saxo Capital Markets Australia

The markets are in for a big surprise as they do not seem to grasp just how determined the US Federal Reserve is to increase interest rates, says Saxo Chief Economist Steen Jacobsen. He looks at what to expect as the Fed embarks on its first rate hiking cycle in... Show More

Clime Asset Management

Recent policy announcements have caused gyrations on world bond and equity markets, as ECB considers more monetary policy stimulation; Chinese administration moved to support its financial system with lower interest rate settings; the US Federal Reserve continues to doing nothing; and the Japanese Central bank continues its asset purchasing policy... Show More