Volatility is on the up in asset classes like stocks and bonds, as governments and central banks around the globe look for an exit strategy from highly supportive pandemic policies. US bond volatility (as measured by the options market index) has practically doubled in the past 4 months and stock markets have been displaying heightened volatilityContinue reading “Currencies – the Next Stop for Volatility?”
Category Archives: Brexit
Fund Management – Next Steps
It’s business as usual for fund managers – in fact it’s better than usual. Recovering markets and consistent positive funds flows have pushed global industry assets under management to a new peak of €93 trillion. That’s up 11% on the previous year. Closer to home European asset managers saw their assets up 5% to overContinue reading “Fund Management – Next Steps”
Is Investment Management the Weakest Link?
In mid-2020, the Financial Times asked the question was investment management the weak link in the current economic/health crisis? The authors were thinking back to the role played by the banks in the 2008 crisis and the need to inject public money into a system which still hasn’t returned to being a growth driver. Now,Continue reading “Is Investment Management the Weakest Link?”
When that Investment Long Term becomes just a little bit more Short Term….
Investors need to find a balance between short term and long term factors in making decisions. Focusing purely on short term factors will likely lead to over-trading, higher costs and leave fundamental investors at the mercy of high frequency strategies. All of which will ultimately haemorrhage returns. At the same time, investors do needContinue reading “When that Investment Long Term becomes just a little bit more Short Term….”
Travelling and Arriving. Brexit Collateral Damage
The Brexit debate seems mired in dates and deadlines. Progress and attention span is incremental with every week seeming to be all important and then fading into memory. Red lines do little more than lose their colour. In Ireland it is never far from centre stage but even now fatigue and an October deadline haveContinue reading “Travelling and Arriving. Brexit Collateral Damage”
Tradewinds 