FNArena’s Weekly Insights – January 28 2020
The 2020 decade opened with a bang as, globally, investors started preparing for a recovery in growth later in the year on the back of ongoing loose policies from central banks and early indications of a bottom in the global slump. Towards the end of last …
Bassanese Bites: Sell the fact? – December 16 2019
Two major market concerns appear to have been resolved over the past week, with US President Trump concluding his “phase 1” deal with China and the UK Conservatives romping to victory and making certain the UK’s “soft exit” from the EU. That said, with …
Bassanese Bites: Off Again On Again – December 9 2019
Global equities got off to a poor start last week thanks to Trump’s decision to impose tariffs on (small fry) Brazil and Argentina, a weaker than expected US manufacturing survey and – most critically of all – reports that Trump was relaxed about not …
FNArena’s Weekly Insights – December 02 2019
MFS strategist Robert Almeida summarised it best in his latest reflections: "Investing is simple, but hard". Those who had been expecting logical, straightforward outcomes for financial assets in calendar year 2019 have been hit with multiple surprises as the year went by. One of the biggest surprises, …
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