Real Interest in Real Estate

Real Interest in Real Estate

🕔17:02, 1.Apr 2019

Investors Need Yield With both the US Federal Reserve and the ECB unlikely to raise interest rates in coming months, and the subsequent impact on government bond and money markets, investors are now desperately searching for their required income elsewhere.

Read Full Article
Global Dashboard

Global Dashboard

🕔15:02, 1.Apr 2019

March brought more steady gains to U.S. equity markets, although with a little more volatility than in February. This month, dispersion, volatility and correlation for the S&P 500 were all a shade under their historical medians.

Read Full Article

ECB considers tiering, Chinese PMI delivers positive surprise and EM elections

🕔14:18, 1.Apr 2019

Discussions resurfacing on tiering ECB’s negative deposit rate. Last Wednesday, Reuters reported that the European Central Bank (ECB) was ”studying options to lower the charge that banks pay on some of their excess cash as a possible way to offset

Read Full Article
A Different Way To Look At Various Asset Classes

A Different Way To Look At Various Asset Classes

🕔14:02, 1.Apr 2019

 Unlike other asset classes, most equity markets continue to trade below the levels of September 2018. That makes sense, once you look at the reasons behind turns in sentiment.  After a turbulent fourth quarter in 2018, things got a lot

Read Full Article
Review of markets over March 2019

Review of markets over March 2019

🕔13:13, 1.Apr 2019

The new year has brought with it a new wave of optimism, with equities and credit rallying strongly across the world. The sell-off in equities and credit in the final quarter of last year was caused predominantly by concerns about

Read Full Article
Uncommon truths: Tight but loose

Uncommon truths: Tight but loose

🕔13:02, 1.Apr 2019

Is the Fed too loose or too tight? Recent market behaviour suggests there is a belief that it is too tight. However, we continue to believe it is very accommodative and find support from the Taylor Rule (even when adapted

Read Full Article

Search

Featured Events

  1. First Trust Event: The Antidote to Conventional Wisdom

    April 25 @ 17:00 - 20:00
  2. Long-term Equities

    May 21 @ 13:00 - 17:00
  3. Equity investing for the long-term

    May 22 @ 13:00 - 17:00

Asset Allocation Consensus

Search on date

April 2019
M T W T F S S
« Mar    
1234567
891011121314
15161718192021
22232425262728
2930