Our investment focus is primarily on global companies, but we do keep an eye on the local market. Recently, a concerning chart pattern in Bermuda-headquartered Maiden Holdings caught our attention. Ma...
“It was the best of times, it was the worst of times …” begins a famous Charles Dickens novel. Unsurprisingly, this phrase has been repeated countless times in financial publications since Dickens wro...
It seems fitting that 2018 was the Year of the Dog in the Chinese zodiac. Most asset classes fared poorly this year as investors hit the panic button, but the pain has been particularly acute in the e...
Last week stock markets briefly celebrated the US midterm election results, rallying sharply on prospects for a better balance of power in Washington. But from an investment perspective, the most impo...
This month’s sharp rise in interest rates highlights the attractiveness of investing in shorter term bonds. Longer term, fixed-rate bonds generally decline in price when rates climb, while short-durat...
America appears to be winning the trade war — at least according to the markets. US stocks have just experienced one of the best stretches compared to non-US stock markets in quite some time.
Based u...
One of the most promising trends in today’s market is the shift towards sharing. A lot has been written about this growing phenomenon as market winners and losers are regularly decided based upon thei...
Global equity markets had been bouncing back from early April’s lows as investors shifted their attention to the still relatively strong world growth outlook bolstered by favourable economic tailwinds...
This month the ongoing US economic recovery became the second longest on record and, if the trend persists into late next year this one could be the lengthiest ever. Americans may have reason to celeb...
Markets were surprisingly calm in 2017 but now “The Times They Are A Changin’!”, in the words of the great American singer-songwriter, Bob Dylan. Last year, in fact, went down as the first one on reco...
