‘Grey swans’ are surprises that are improbable but more likely to occur than ‘black swans’, and investors should consider the possible impact on their portfolios. Some of these swans will paddle by this year.
Tag Archives | economy
Contrary to popular understanding, markets have been below normal volatility levels in the last year, but it might be time to prepare portfolios for greater volatility and a potential downturn in 2018.
In previous cycles, bond yields provided a strong indication of the general health of the economy, but huge coordinated actions by central banks are changing that paradigm. Watch how you read the signals.
There were two camps in the ‘leave’ campaign, and the one negotiating with the EU should be pro-immigration. While this increases the chance of the UK retaining access to the common market, will the other camp allow flexibility?
The lending patterns of households and businesses, when compared against GDP and disposable income, can provide useful insights into where the economy is headed.
Less than half of today’s workforce has experienced a proper recession, but in the absence of serious reform and vision, Australia may break its 25 years of economic growth.
The European Central Bank was reluctant to embrace a QE strategy following the GFC. But in late 2014 it was introduced to fight deflationary forces and boost growth in the euro-zone. The question is: will it work?
Since 1973, the Year of the Goat has generated the highest average returns among the 12 Chinese zodiac symbols, averaging an impressive 45.3% each year. Will this continue in 2015?
Cuffelinks ran a weekly poll on many subjects throughout 2014, and we have compiled all the results. Thank you to those who became involved, it was interesting to learn your opinions.
Graham is currently enjoying the buzz and excitement that has taken over Brazil for the FIFA World Cup. He took some time out to write this postcard to give us a look behind the football.
Local production in some industries has become less viable due to Asia’s lower costs, and companies need to adapt. Some of our biggest producers in the fuel and cement industries have transitioned to distribution.
The Federal Government should run balanced budgets over the economic cycle, otherwise uncertainties build up and costs are imposed because the bills still have to be paid somehow.