Market Thoughts Archive

Brexit: no sign of panic

Brexit: no sign of panic

Posted on July 17, 2016
On Monday, the rather important S&P500 index hit a new record high at 2137 point, so the panic that came after the Brexit referendum seems to have vanished. There are several local and global reasons that may have led to this, and we can expect a future of slow growth.

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Asian millionaires are taking over

Asian millionaires are taking over

Posted on July 10, 2016
Asia is becoming a more important part of the global economy every day and that started to show in global wealth as well. We have seen new statistics lately describing how Asian wealth is growing but now a new research by Capgemini proved that Asia’s millionaires control more wealth than North Americans do.

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The Brexit-effect: what does not kill you makes you stronger?

The Brexit-effect: what does not kill you makes you stronger?

Posted on July 03, 2016
The UK referendum surprised the markets and brought a fall on the stock exchange that we haven’t seen in a while. What’s more, it pushed the GBP into a 30-year depth. The fall seems even harder as the markets were optimistic on the week before the referendum. In the near future, uncertainty might be a part of the markets and politics but we don’t need to panic since markets will probably normalize and this might be a chance to get into investing.

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As UK referendum comes, cash hits record high

As UK referendum comes, cash hits record high

Posted on June 23, 2016
Today is the day of UK’s EU referendum and that worries investors. This and other factors make them cautious and lead to a record high cash level at fund managements since 2001. Interestingly, at the same time analysts seem to be positive about the near future, but patience might be an important virtue in the next days.

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Bond Guru Says Negative Yields Are Dangerous

Bond Guru Says Negative Yields Are Dangerous

Posted on June 19, 2016
Negative interest rates can harm the economy and aren’t good for the investors – we have pointed this out several times during the last months. Now bond guru Bill Gross warned about the dangers of the negative yields on government bonds. He believes that this can be “a supernova that will explode one day”. He wrote this just some days before the yield on the 10-year German bund fell negative for the first time ever. We believe there might be ways to keep ourselves out of problems.

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