Investment Writer - Presenter
Contributor's Links: In the Long Run

I have been following the ebb and flow of financial markets for more than 30 years. I have worked for brokers and asset managers in commodities, money markets, capital markets, equities and foreign exchange.

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My interests include, but are not ... more

ALL CONTRIBUTIONS

Inflation Or Employment
Inflationary fears are growing and US rates continue to rise.
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What To Expect From Central Bankers
As financial markets adjust to higher volatility, it is worth considering what the central banks might be thinking longer term. Commentators have been blaming geopolitics for the recent fall in stocks but central banks may be the root cause.
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Stocks For The Long Run But Not The Short
In the long run, stocks outperform bonds. For decade stocks, bonds and real estate have risen in tandem. The risk of a substantial correction is high.
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Are We Nearly There Yet? Employment, Interest Rates And Inflation
The high correlation between equity markets and the international nature of multinational corporations, means global stocks may remain levitated a while longer.
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A Safe Place To Hide – Inflation And The Bond Markets
With inflation fears are on the rise, especially in the US and UK, 2yr Gilts make for an uncomfortable investment today, however, they are a serious contender as a safe place to hide, come the real stock market correction.
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A Warning Knell From The Housing Market – Inciting A Riot?
Global residential real estate prices continue to rise but momentum is slowing. Prices in Russia continue to fall but Australian house prices look set to follow. After a decade of QE, real estate will be more sensitive to interest rate increases.
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Protectionism - Which Countries Have Room For Fiscal Expansion
As globalisation goes into reverse, fiscal policy will take the strain Countries with government debt to GDP ratios <70% represent >45% of global GDP Fiscal expansion by less indebted countries could increase total debt by at least $3.48trln

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