Every time one opens the financial press, one is faced with the debate between “active” investing and “passive” investing and, particularly these days, how investor flows have been flooding out of active investing and into passive. Active investing is easy to define. It is the style of an investment manager to take active bets away
As we have been presenting and debating for over 20 years, the big picture discussion over US inflation / disinflation / deflation and then inflation again is clearly shown on any long-term chart of the US Bond Yield. The last time we had US 10 year interest rates at a cyclical low of around 2% was
I attributed this quote to the economist John Maynard Keynes in my last Weekly Comment in August (“As per John Maynard Keynes, change your mind – portfolio positioning – when the facts change. But not before”). There is some disagreement on the origin of this quote, but apparently the comment should have been attributed to
It has been a devastating eight months for investors in Emerging Market (EM) bonds and equities. In US$ terms, investors in EM equities (using the MSCI EM ETF as proxy) have now faced four years of basically zero returns. One could suggest several reasons for this setback in asset prices: fear of continued trade wars
Podcast – Armin Diem appears on the FMR101.3’s Fine Business Radio Show with Lindsay Williams. (June 11, 2018) [Source: FMR101.3 – Lindsay Williams – June 11, 2018] The show’s host, Lindsay Williams ([email protected]), presents individual features that are aimed to broaden the target audience and distinguish FBR from the present clutch of shows that follow similar
Podcast – Simon Sharrott appears on the FMR101.3’s Fine Business Radio Show with Lindsay Williams. (June 4, 2018) [Source: FMR101.3 – Lindsay Williams – June 4, 2018] The show’s host, Lindsay Williams ([email protected]), presents individual features that are aimed to broaden the target audience and distinguish FBR from the present clutch of shows that follow
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