Vimeo
LinkedIn
Instagram
Share |

interest rates

February 18, 2021

We all know that 2020 was an incredible, and terrible, year. The pandemic caused the worst recession for centuries, along with an appalling death toll and suffering. Meanwhile financial assets pushed ever upwards, surfing a wave of liquidity meant to counteract the impact of the pandemic.

We all know that 2020 was an incredible, and terrible, year. The pandemic caused the worst recession for centuries, along with an appalling death toll and suffering. Meanwhile financial assets pushed ever upwards, surfing a wave of liquidity meant to counteract the impact of the pandemic.

The chart below shows that it was also a record year for share issuance, surpassing even the heady days of 1999-2000.

December 18, 2020

What is the role of private markets in the midst of the coronavirus? As the investment environment continues to evolve while investors adapt to the effects of the Covid-19 pandemic, we believe that private assets will play an increasingly important strategic role in fortifying portfolios over the long term, and that the current landscape provides compelling opportunities.

What is the role of private markets in the midst of the coronavirus? As the investment environment continues to evolve while investors adapt to the effects of the Covid-19 pandemic, we believe that private assets will play an increasingly important strategic role in fortifying portfolios over the long term, and that the current landscape provides compelling opportunities.

December 14, 2020

The 60/40 portfolio has served investors well for the past 50 years (1). It has been the allocation of choice for traditional balanced portfolios—60% in equities for the good times, 40% in bonds for the bad (and for the yield).

The 60/40 portfolio has served investors well for the past 50 years (1). It has been the allocation of choice for traditional balanced portfolios—60% in equities for the good times, 40% in bonds for the bad (and for the yield).

The past 50 years have been characterised by falling interest rates, low inflation and low volatility. A superb environment for both bonds and equities. But we may be entering a regime change which could see these conditions reverse.

March 23, 2020

Seeking to escape the inflation of the 1970s, policymakers have inadvertently engineered an equally powerful deflation machine. Over the past 30 years, this has been mightily reinforced by the transformation of China’s economy and the impact of technology.

Seeking to escape the inflation of the 1970s, policymakers have inadvertently engineered an equally powerful deflation machine. Over the past 30 years, this has been mightily reinforced by the transformation of China’s economy and the impact of technology.

February 8, 2011

Chief executive of carmakers Fiat and Chrysler, Sergio Marchionne, is facing wrath from Italy and the US for his comments on shifting Fiat’s headquarters, and describing the interest rates charged on American bailout loans as “shyster”.

Chief executive of carmakers Fiat and Chrysler, Sergio Marchionne, is facing wrath from Italy and the US for his comments on shifting Fiat's headquarters, and describing the interest rates charged on American bailout loans as "shyster".

Click here >>
Close