global markets

Markets are moving at lightning speed in response to the clear and present danger of the halting of economies and changing consumer behaviours.Last weekend Putin flew...

Global equity indices have erased all their year-to-date gains, entering correction territory of 10% losses in the space of just four days. U.S. Treasury yields have...

News last week that the United States and China would resume trade talks has understandably lifted the spirits of global investors. To my mind, the new twist in the...

Global MarketsGlobal equities enjoyed another positive week thanks largely to confirmation that the US and China will again engage in another round of trade...

In this video I look at the 'Great Race' to zero interest rates globally amid economic torpor and record market highs, how record low yields are driving record...

Investor risk-on behaviour that was clearly on display in the first quarter 2019 continued in April. Risk assets performed strongly across the board, particularly in...

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...

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...

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...