A review of our long-term return expectations on asset markets have improved markedly from a year ago.The sharp unwinding of negative policy rates across the world pushed bond yields higher and equity valuations lower. This means our expected returns for a 60/40 equity/bond portfolio for the n...
Finance Minister Shunichi Suzuki told reporters today there would be no advance announcement of an intervention, and that authorities would usually not confirm afterwards that an intervention had even taken place, according toReuters. “I...
Kim Hyland: There’s a lot impacting markets of late: the unwinding of the yen carry trade, a correction of overvalued mega-cap US stocks and uncertainty about US economic strength. What happened? Rob Almeida:We’ve had a lot of disorder, but I’d argue that disorder is ...
(Note: The short interest of nearly 50% of float is not really part of my bull thesis on RH. But the unwinding of short positions will certainly cause the stock to rise much sooner (and much higher) than it would do otherwise based on just the financial engineering.) RH’s CEO Gary ...
The sharp unwinding of negative policy rates across the world pushed bond yields higher and equity valuations lower. This means our expected returns for a 60/40 equity/bond portfolio for the next 7 years have leapt from 3.6% last year to 5.9% this year, providing investors more scope to ach...
The sharp unwinding of negative policy rates across the world pushed bond yields higher and equity valuations lower. This means our expected returns for a 60/40 equity/bond portfolio for the next 7 years have leapt from 3.6% last year to 5.9% this year, providing investors more scope to ach...