A comment on recent market activity February 7, 2018 The US share market is long overdue a decent correction. This now appears to be unfolding and may have further to go as higher inflation, a slightly more aggressive Fed and higher bond yields are factored in. Read More
Higher global inflation and higher bond yields – what’s the risk and implications for other assets? February 4, 2018 Rising bond yields – what are the implications for investors? Read More