Market Thoughts Archive
Posted on January 02, 2018
We are living in the decade of bullish markets. Because of record returns (and low interest rates) retail money floods the market. What could next year hold for the investors after all this? Our prognosis tries to answer.
Posted on December 24, 2017
Consciously planning your retirement is more important than ever before: most pension systems are facing a crisis globally. The main reason is simple: life expectancy is higher and the systems were not designed for people living so long.
Posted on December 17, 2017
At the beginning of the year (and all the way through it), many believed that markets are overvalued, and interest rates are too low. There were several other fears among investors, too. In 2017, there were elections in Germany and France, the two biggest economies of the EU, where radical parties showed a newly found strength. The ongoing Brexit negotiations and Donald Trump’s presidency also added to the fears of what 2017 might bring.
Posted on December 10, 2017
The US Senate passed its own version of tax reforms that almost halves corporate tax rates. The bill also clarifies the details of repatriation tax, which encourages international giants to bring home their money kept abroad. But the new rules are far from perfect.
Posted on December 03, 2017
Low interest rates may create new investment bubbles on the market. The latest one might very well be art, as da Vinci’s Salvator Mundi was just sold for $450 million at an auction. The painting was considered to worth “only” $100 million before.