Aug 15, 2018 8:00 am
One of the most promising trends in today’s market is the shift towards sharing. A lot has been written about this growing phenomenon as market winners and losers are regularly decided based upon their ability to capitalise on changing spending...
Jun 27, 2018 8:00 am
Global equity markets had been bouncing back from early April’s lows as investors shifted their attention to the still relatively strong world growth outlook bolstered by favourable economic tailwinds such as the US corporate tax cut and rising...
May 23, 2018 8:00 am
This month the ongoing US economic recovery became the second longest on record and, if the trend persists into late next year this one could be the lengthiest ever. Americans may have reason to celebrate but some investors are growing concerned...
Apr 10, 2018 8:00 am
Markets were surprisingly calm in 2017 but now “The Times They Are A Changin’!”, in the words of the great American singer-songwriter, Bob Dylan. Last year, in fact, went down as the first one on record in which the S&P 500 stock index posted...
Feb 20, 2018 8:00 am
America’s ballooning budget deficit, the winding down of central bank bond purchases and a recent whiff of inflation have conspired to push interest rates higher. Global bonds markets were relatively well behaved last year as rates marked time...
Jan 3, 2018 8:00 am
Synchronised global growth, rising corporate profits and a surprisingly smooth path to US tax reform boosted stock markets around the world in 2017. Although potentially disruptive geopolitical events such as stalled Brexit negotiations, North...
Nov 22, 2017 8:00 am
Broadly speaking, equity markets may appear somewhat stretched. The S&P 500 trades at about 22 times its last 12 months’ earnings versus an historical average of about 16.5. Indeed, the S&P has soared a remarkable 280 per cent since...
Sep 19, 2017 8:00 am
First of all, my thoughts go out to all those who were directly or indirectly affected by this year’s hurricanes which swept across Texas, Florida and the Caribbean islands. My family in South Florida made it through okay although many in the...
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- "Cup Match 2018 is in the record books. Who is your favourite for MVP?"
- Onias Bascome (StG)
- Chris Douglas (SCC)
- Terryn Fray (SCC)
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