Articles written by
James Macpherson
Quarterly Investment Review – Q2 2021
Quarterly Investment Review - Q2 2021 Markets continued to move ahead in the second quarter as vaccinations were rolled out, allowing lockdowns to be eased. The vaccination process is most advanced in the US, with Europe a couple of months behind, and the Emerging Markets only really starting their programs…
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Quarterly Investment Review – Q2 2021
Quarterly Investment Review - Q2 2021 Markets continued to move ahead in the second quarter as vaccinations were rolled out, allowing lockdowns to be eased. The vaccination process is most advanced in the US, with Europe a couple of months behind, and the Emerging Markets only really starting their programs…
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Análise de Investimento Trimestral – T2 2021
Análise de Investimento Trimestral - T2 2021 Os mercados continuaram a avançar no segundo trimestre com a vacinação a permitir o aligeiramento das medidas de confinamento. O processo de vacinação está mais avançado nos EUA, com a Europa um par de meses atrás e os mercados emergentes só agora a…
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Revue Trimestrielle des Investissements – T2 2021
Revue Trimestrielle des Investissements - T2 2021 Au deuxième trimestre, les marchés ont poursuivi leur ascension au fil de la levée des confinements favorisée par les campagnes de vaccination. Les plus avancées sont aux États-Unis, l’Europe suivant avec quelques mois de décalage, et le processus ne fait que réellement commencer…
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Informe de Inversión Trimestral – 2T 2021
Informe de Inversión Trimestral - 2T 2021 Los mercados siguieron avanzando en el segundo trimestre a medida que se desplegaban las vacunas, lo que permitió suavizar los confinamientos. El proceso de vacunación está más avanzado en Estados Unidos, mientras que Europa lleva un par de meses de retraso y los…
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Quarterly Investment Review – Q2 2021
Quarterly Investment Review - Q2 2021 Markets continued to move ahead in the second quarter as vaccinations were rolled out, allowing lockdowns to be eased. The vaccination process is most advanced in the US, with Europe a couple of months behind, and the Emerging Markets only really starting their programs…
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Notz Stucki Investment Conference
Notz Stucki Broadcasted Investment Conference - 29 June 2021 It has been clear since March 2020 when the pandemic struck that the world has been grappling with a completely different situation to anything anyone has experienced previously. The dramatic collapse in economic activity and equally unprecedented monetary and fiscal expansion…
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Informe de Inversión Trimestral – 1T 2021
“La renta fija no es el activo en el que posicionarse justo ahora. ¿Cabe concebir que la rentabilidad que genera últimamente el bono del Tesoro estadounidense a 10 años —rendía un 0,93% a final de año—haya caído un 94% desde el rendimiento del 15,8% que ofrecía en septiembre de 1981?…
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Análise de Investimento Trimestral – T1 2021
“E as obrigações não são o sítio para se estar nestes dias. Acreditam que o rendimento recentemente disponível pago pelas obrigações do tesouro americano a 10 anos – a yield estava em 0,93% no final do ano – caiu 94% face a uma yield de 15,8% em setembro de 1981?…
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Rassegna Trimestrale degli Investimenti – Q1 2021
“Attualmente, le obbligazioni non sono appetibili. Riuscite ad immaginare che il reddito recentemente ricavabile da un titolo del Tesoro USA a 10 anni, il cui rendimento era pari allo 0,93% a fine anno, ha subito un calo del 94% rispetto al settembre 1981, quando il rendimento veleggiava sul 15,8%? In…
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