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MARKET INSIGHT - December 2019

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Hope for the best and prepare for the worst

The 2019 equity rally has been described as one of the least popular in history. And this comes as no surprise when we consider how hard it was for investors to make gains. To see the truth in this, we need only cast our minds back to the pessimism about the future of the stock markets prevailing at the end of last year. Few investors at that point thought that...

 

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MARKET INSIGHT - November 2019

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On the quetzal and mariachi trail!

We are all prey to compulsive and obsessive thoughts. Personally, I tend to be overcome by a sense of dread when I am out of the office (for too long). My completely illogical fear – which I just can’t get out of my head – is that the markets will go into meltdown while I’m away. A recent business trip to Guatemala and Mexico City was no exception to the rule, especially since the performance of financial assets...

 

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MARKET INSIGHT - October 2019

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Central bankers have done their job. What next?

Whether coordinated or uncoordinated, central banks took stronger action in September. This was due to an uncertain economic cycle, tooweak inflation despite low unemployment rates and strong trade frictions.

The attacks on oil sites in Saudi Arabia came too late in the month to influence

 

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