Market Sentiment & Lateral Thoughts
WHAT a difference a majority makes.
Boris Johnson not only achieved a huge victory in the December election but hopes to achieve a swift trade deal with the European Union.
As behaviourist Robert Shiller says, the British prime minister is … Read the rest
Long-term yields are so low that they have priced in slowing growth, inflation
Bond price volatility and gold prices have risen as bond market participants expect the US Federal Reserve and other central banks to slash rates to counter a … Read the rest
LONDON’S office market has foiled the Brexit pessimists and has remained resilient, with offices in exceptionally interesting buildings and areas achieving record rentals.
30 Berkeley Square, a prestigious Mayfair address, fetched remarkable rents, far above other prime London areas
Estate … Read the rest
GLOBAL investors have swept risk fears aside and have piled into emerging market bonds.
Global rating agency Moody’s estimates that between 2010 and the first quarter of 2019, emerging market (EM) municipalities, other “sub-sovereigns”, corporations, financial institutions, infrastructure and project … Read the rest