Author Archive | Vinay Kolhatkar

PX-Atlas

Will sovereign defaults spark the next GFC?

The fundamentals point toward bankruptcies of major sovereigns like the US and Japan in the next decade. The after effects could be catastrophic on all major asset classes. It’s time to discuss the makeup and costs of insurance.

CAPE ratios source Barclays sml

The CAPE hanging over share markets

The widely-used cyclically adjusted price-to-earnings ratio (CAPE) is at historic and relative highs in the US. The co-inventor of CAPE, Robert Shiller, is advising not to give too much weight to US equities.

ETF growth

The imposing trajectory of ETFs

ETFs offer competitive pricing and easy access for investors, plus a wide range of market exposures. EY is forecasting wider investment mandates and continuing double-digit ETF growth globally.