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Tag: Quarterly investment review
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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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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Quartalsbericht zur Investmententwicklung – Q1 2021
“Und Anleihen sind im Moment nicht die Topadresse. Können Sie sich vorstellen, dass der Ertrag, den 10-jährige US-amerikanische Treasury Bonds – deren Rendite am Jahresende bei 0,93% lag – aktuell 94% geringer ist als im September 1981, als die Rendite 15,8% betrug? In bestimmten wichtigen grossen Ländern wie beispielsweise Deutschland…
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Quarterly Investment Review – Q1 2021
“And bonds are not the place to be these days. Can you believe that the income recently available from a 10-year U.S. Treasury bond – the yield was 0.93% at yearend – had fallen 94% from the 15.8% yield available in September 1981? In certain large and important countries, such…
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Quarterly Investment Review – Q4 2020
“Capitalism without bankruptcy is like Catholicism without hell. Markets work best when participants have a healthy fear of loss. Howard Marks “The US is now on a path whereby every sitting US president seems intent on adding as much debt into the national ledger as all of his predecessors combined.”…
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Q3 2020 – NS Quarterly Investment Review
“The Fed is following the markets, not the other way round.” Christopher Wood “At 10 times revenues, to give you a 10-year payback, I have to pay you 100% of revenues for 10 straight years in dividends. That assumes I can get that by my shareholders. It also assumes…
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Quarterly Investment Review
“Policymakers have conjured tons and tons of money out of thin air. As a result, we are now in a situation where never before in history has so much money been chasing so few goods and so few financial assets.”” Charles Gave In the second quarter equity markets rallied strongly…
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Quarterly Investment Review
“The coronavirus pandemic is a public health emergency. But it is also an economic emergency… This national effort will be underpinned by government interventions in the economy on a scale unimaginable only a few weeks ago. This is not a time for ideology and orthodoxy… We will support jobs, we…
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Investment Review Q4 2018
2018 was a brutal year for financial assets. A chart issued by Morgan Stanley shows all 17 major asset classes down for the year. Fixed income and equities in both Developed and Emerging Markets, and Commodities all fell. The indices disguise the true extent of the damage. The index heavy…
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