Global markets

In this interview with Warren Moore, Roger discusses China’s G20, steel production and currency devaluations. 

by Roger Montgomery Posted in Global markets, Radio.

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With interest rates now at an all-time low, government bond markets have been perverted from a risk-free rate of return to a return-free rate of risk. This has never happened before. So how will it play out? The worrying answer is: nobody knows. continue…

by David Buckland Posted in Global markets.

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Global bond yields are the lowest they’ve been in 500 years. And, around the world, there are $10 trillion of negative rate bonds. This situation has prompted legendary US investor, Bill Gross, to comment: “this is a supernova that will explode one day”. So, how concerned should we be? continue…

by Roger Montgomery Posted in Global markets.

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When it comes to interest rates, these are strange days indeed. For starters, think about this: if you were to lend 100,000 Swiss Franc to the Swiss Government for 50 years, you’d yield a return of 98,500 Swiss Franc in 2066, given the interest rate of minus 0.03 per cent. continue…

by David Buckland Posted in Global markets.

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Around the world five-year government bonds are paying paltry returns to their investors. Indeed, in some countries, rates are negative. continue…

by Roger Montgomery Posted in Global markets.

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The extensive but brief dislocations in global sharemarkets following the UK’s decision to leave the European Union were a timely reminder of the fleeting nature of many crises.

Read the full article here.

by Roger Montgomery Posted in Global markets.

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In a previous post, I outlined our thinking in respect of positioning the portfolio ahead of Brexit, particularly in regards to Henderson Group (ASX: HGG), which is the most direct exposure we have to the UK. continue…

by Tim Kelley Posted in Companies, Global markets.

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Brexit, Henderson Group (HGG)

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As I write this column, the UK has voted to leave the European Union. According to relatives of members of my team living in London, Britons on the Tube are telling Eastern Europeans, “Time to pack your bags”.  The Dow is down over 5 per cent, Spain is down 12 per cent and some individual shares have fallen by more than 20 per cent. continue…

by Roger Montgomery Posted in Global markets.

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Brexit, buffett

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When the world gets uncertain, gold invariably becomes the go-to ‘safe haven’ for many investors. And, sure enough, since the start of 2016, the gold price has risen strongly. With global jitters around the Brexit vote, has the case for buying gold just got stronger? continue…

by Tim Kelley Posted in Global markets.

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With Britons about to cast their vote on leaving the European Union, many investors are asking how they should position themselves in the event the ‘yes’ vote gets up.  As fund managers, it’s a question we’ve been forced to address head on. continue…

by Tim Kelley Posted in Editor's Pick, Financial Services, Global markets.

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