Unbelievably, another quarter has passed by and as the second half of 2015 rolls on, we ponder the low interest rate, low growth world we are living in. The three C’s, Central Banks, China and Commodities are all reacting to the challenges they face and behaving in interesting ways. The fiasco that was Greece appears
As we enter May 2015, 2014 seems a distant memory and 2016 is fast approaching. An old adage in the investment game is “Sell in May and buy again on St Ledger day (in September)“, which many “boohoo” as a conspiracy theory. However, over the past 100 years, a remarkably large percentage of equity market gains have
The main London Stock Exchange (“LSE”) index is commonly referred to as the “Footsie” and, up until a couple of weeks ago, was being quoted in the press as having hit multi-year highs. The FTSE 100 is made up of the largest one hundred qualifying UK companies, by size or market capitalization. What is less considered
The strength of the US Dollar over the past three months is well documented by most market commentators and Twitter contributors. In the past, a strong US Dollar has had many ramifications for other asset classes, but what is actually happening in the currency markets? The Dollar index is a basket of trade weighted currency
Having spent some time catching up on our Gloom, Boom & Doom reports, from the honourable Marc Faber last week, one always has to ponder the bearish case. In his August report, Faber analysed the 15 largest bear markets since 1929, which makes interesting reading. According to Faber, on average, bear markets give back 21
