Multi-Asset

The U.S. Presidential Election Still Looms, But Risks of a Wild Night Have Eased

Election uncertainty, while still elevated, has improved.
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International and Global

The stock market and the economy: Two different animals

The world economy will drag its feet in efforts to get back to where it started earlier this year. It has been floating on a sea of government largesse that will gradually be withdrawn.
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Multi-Asset

October Monthly MAST Commentary: COVID-19 Catching President Trump, U.S. Politics, and Second-Wave Anxiety Temper Euphoria, not Optimism

Global equities registered a disappointing performance in September, but the macro news confirmed the recovery was well underway and lost ground is being recovered relatively fast.
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October 2020

The stock market and the economy: Two different animals

The world economy will drag its feet in efforts to get back to where it started earlier this year. It has been floating on a sea of government largesse that will gradually be withdrawn.

September 2020

High inflation risk is dividing the investment community

The month of August ended with a paradigm shift in the monetary policy framework of the Federal Reserve.

August 2020

Pyrford International July Monthly Commentary

The global economy experienced a welcome bounce in activity over the last couple of months following an easing of lockdowns.

July 2020

Is value dead?

Value investing has consistently trailed the broader market in recent years, prompting some institutional investors to question its role in the portfolio.

July 2020

The great disconnect between the economy and the stock market

The bounce occurred and it had nothing to do with investment fundamentals.

June 2020

The biggest threat to a quick recovery is a second wave of the virus

The economic discussion has firmly shifted from an assessment of the damage inflicted by Covid-19 related lockdowns, to questions surrounding the speed and strength of the recovery following reopening.

May 2020

Central banks picking up the bill

In April we saw further confirmation of the devastating impact of the coronavirus on both the real and financial economy.

April 2020

The enemy of a major economic slump is debt

Sorry, this world is closed for business.

March 2020

Is this the “Black Swan” event that stock markets fear?

As “Black Swans” are, by definition, unpredictable, it cannot be ruled out - it is still early days.

February 2020

Impeachment, coronavirus, brushfires...who would be in the forecasting business?

January threw up more than its share of hurdles but, until the last week of the month, stock markets shrugged and just kept rolling along.

01/23/2020

Investment Trip Notes: Australia & New Zealand

The growth that many had grown accustomed to, and 36% of the whole population have known nothing different from, is now needing ever more heavy lifting from the government and Reserve Bank to maintain.

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