Click Here for Printable Version As investors we are living in two worlds, there is one where the geopolitical risks just keep piling up and up and the other is one of corporate profits and economics. Here earnings are slowing but the markets assume this slowdown will be cured by a hopefully imminent China trade … Continue reading “September 2019 Market View”
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September 2019 Market View
Thursday, October 3rd, 2019August 2019 Market View
Monday, September 9th, 2019Click Here for Printable Version August saw the global equity markets go on holiday. The key US equity index, the S&P500was stuck in a very tight trading range, moved only by President Donald Trump’s tweets about China, trade and tariffs. However, in the bond markets it was a very different story. Whilst the equity markets … Continue reading “August 2019 Market View”
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