Like the UK, Latin America has suffered greatly during the pandemic – perhaps even more so. The World Bank estimates that regional GDP may slip by as much as 8%, with more than four million…
Big Picture Thoughts on Equities
With equity investors jumping on the Trump bandwagon, pushing the S&P 500 up by 3.5% since just prior to the election, we thought we would share some of our long term, bigger picture thoughts on…
Week in review: JAM today
JAMs (and not of the fruity variety) have been in the UK news this week. The saccharine acronym stands for families who are “just about managing”, and were previously monikered by various politicians as the…
Solutions
Low yields, volatile markets, extreme events and pressing demographics are all driving attention towards solutions-based investment. Pension funds are under pressure, and there is a need to be able to find asset returns in a…
Fortune favours the brave
It is well known that technology funds offer the potential for punchy returns, but they are also regarded as very volatile investments - a characteristic that we were reminded of last week when 'The Donald'…
Political Change Has Led to Market Excess – What Next?
There really have been some extraordinary market moves since Donald Trump became President elect a bit less than two weeks ago. According to Bloomberg, the last two weeks have seen; Global bonds poised for biggest…
Week in review: Trump sinks his teeth in
‘Brexit’ and ‘Trump’ have continued to fill news headlines with the US president elect announcing the first high-profile appointments of his administration. Meanwhile, a leaked memo from Deloitte claimed the UK government has no overall…
Trump in the driving seat: where should you steer your cash?
The world is busy trying to digest the shock outcome of the US election and the possible implications of Donald Trump’s presidency both for the US economy and more broadly for global prosperity. There are…
US Reflation: Trump Style
Last week in “Peering past the election”, we outlined a potential reflationary period ahead that could either be elegant or disorderly. Clearly the market views Trump as more reflationary than Clinton would have been, judging…
Week in Review: Trump towers over America
As Wednesday morning broke, the news that few expected to hear resounded from TVs, radios and frenzied social media posts. Against all odds, Donald J Trump, billionaire businessman and political newcomer had beaten his rival…
Some Thoughts on The US Election
There was an unusual sense of de-ja-vu as I woke this morning. I would usually avoid the temptation to check my smartphone, at least until after breakfast, however today was slightly different… It would seem…
Three key aspects to the Trump victory
There are three aspects to the Trump victory that RMG believe are important and worth thinking about today: He is going to pursue a reflationary agenda. This, coupled with a short term tailwind for both…
Video: Guide to investment companies
An introducton to investment companies, by the AIC, aimed at retail investors.
Looking Past the Election
To the relief of many, the US election should be over by this time next week. Not only will the US have a new President, but we will know who controls Congress and the Senate.…
Week in Review: order, order!
Fasten your seatbelt, folks. Despite the UK’s vote to leave the European Union back in June, the High Court has ruled that the Government does not have power to trigger Article 50 without parliamentary approval.…
Crunch Time in Bond Markets Make Equities Vulnerable
Since the post Brexit plunge in bond yields, we have been becoming more negative on bonds. Along with virtually everyone, except central bankers, we have been banging the drum of how insane negative bond yields…
Week in Review: More trick than treat
Technology companies have been getting into the Halloween spirit this reporting season. Tech giant Apple was flattered by some trickery in their third quarter results, having released the new iPhone seven days earlier than normal…
Can the world cope with a resurgent dollar?
There is no doubt that big swings in the value of the US Dollar have a big impact on global economic growth and also financial markets performances. Between June 2014 and January 2016, as the…
Market review: Back to the playground
Financial markets have been described as casinos, rollercoasters and merry-go-rounds. Recently, though, they’ve been more of a seesaw. The playground favourite was much in evidence this week. As the pound peaked on Wednesday, the FTSE…