Tag Archives: Global Economy

Markets do go down as well as up

Markets fell in 2018 – but keep this in perspective 2018 may have been a disappointing year for equities, but it shouldn’t have been a surprise December 2018 dished up a rather distasteful present for the holiday period. Many lines were written in the broadsheets about the global equity market falls, but were they really […]

Guessing Games?

Markets have had a rocky time of late as investors in aggregate reassess prospects for monetary policy stimulus in the United States. Is this something to worry about? The world’s most closely watched central bank unsettled financial markets by flagging that it may start to scale back its bond purchases. Under this programme of so-called […]

Climb that Wall of Worry

It seems like every quarter we find ourselves saying the same thing: what a difference a quarter makes! In the first two months of 2012, the world’s leading stock markets were recording excitingly positive returns. The U.S. economy seemed to be back on track and there was talk that the Eurocrisis was finally behind us. […]

Crystal Balls

One of the mysteries of life in the financial markets is that many people still seem to believe you can build a successful investment strategy around forecasting, despite the road being littered with the corpses of those who got it wrong. This month, 24 out of 27 market economists polled by Bloomberg forecast the Reserve […]

Deciphering the Code

With the debate over the U.S. government debt, the debt woes in the Eurozone, and talk of a double-dip recession – suddenly fairly complex economic issues are showing up in the mainstream news.  In our own conversations with clients, we recognise that sometimes the lingo used in the financial services and economic world can become […]