Income Return vs Total Return
I suppose that the natural way of viewing investment returns by the average…
U.S.-China trade war or Trump-Xi Jinping conflict?
The United States (U.S.) and China trade war has been ongoing for over a year and…
International Trade – Wars vs Data
In May 2018, President Donald Trump tweeted “trade wars are good, and easy to win”,…
The Signal and the Noise
In today’s politically charged international environment, one may be pardoned for…
The Northern Light
On the back of the US-China trade war, global equity markets have felt the heat in…
European Banks – The Unloved Sector
European equity markets have so far this year performed relatively well, as most…
Safer banks – safer investment for shareholders
As most companies by now have reported the interim financial results for 2019, we…
The Impact of Forex on Portfolios
Have you ever wondered, what are the most important factors in determining…
Where from now, as the FED cuts rates?
The wait for the long-awaited monetary policy announcement from the US Federal…
Repercussions of the Brexit Saga
It all started three years ago when the Brits unexpectedly decided to leave the EU…
Farewell to Draghi, and Welcome Lagarde
Every beginning has an end, and the tenure at the helm of the European Central Bank…
Will the FED be the next EM’s ally?
We are now used to analysts’ opinions to invest in Emerging Markets (EM) from time…