Monthly Archives: April 2014

Inflation? MEH! Rising Interest Rates? MEH!

I wrote, here 2 weeks ago, how Government Bond yields have been falling and look as if they will continue to do so.  This suggests the Bond markets forecast, at least, falling inflation and, possibly, outright deflation. Why might they … Continue reading

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Emerging Markets’ investing v Developed Markets

When we talk of Emerging Markets (EMs) we mean the likes of Brazil, Russia, India, China etc (AKA The BRICs). The Developed Markets (DMs) are the Anglo Saxon countries and Japan, Germany, France etc. Over the last 6-9 months there … Continue reading

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Interest rates are NOT rising!!!

Back in December our firm noted that ‘everyone’ was saying interest rates would soon rise.  After all, they said, The Governor of the Bank of England and the Federal Reserve of the US had all but announced it. We also … Continue reading

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