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...
Jul 18, 2017 8:00 am
Persistently buoyant equity markets have confounded some investors who expected the political turmoil in Washington, falling oil prices, and increasingly hawkish central banks around the world to take a greater toll on securities prices. What may...
Windrush-style warning for Bermuda
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Separate but equal
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