Weekly Market Outlook: Pfäffikon SZ, Switzerland – Last Friday, the S&P 500 experienced the worst day since June 24, 2016 (Brexit). The remark by Eric Rosengren ––a member of the Federal Reserve–– that it would be a good idea to raise interest rates was not well received. More importantly, however, was that different macro data […]
Pfäffikon SZ, Switzerland – Cash ontpopt zich als meest gehate beleggingscategorie ter wereld. Beleggers accepteren in het huidige tijdsgewricht een negatieve rente voor verschillende beleggingen, hetgeen irrationeel is. Het beste voorbeeld is de obligatiemarkt die al geruime tijd negatieve rentes accepteert. Inmiddels zou wereldwijd circa $ 16 triljoen aan nominale obligaties negatief renderen. Zelfs bedrijven […]
Pfäffikon SZ, Switzerland – Cash is emerging as the most hated asset class in the world. In the current juncture, investors accept negative interest rates for different investments, which is irrational. The best example is the bond market which has long been accepting negative interest rates. Meanwhile, approximately $ 16 trillion of nominal bonds worldwide […]
NAV August 2016: + 3.00% NAV Year to Date: – 44.74% NAV Year over Year: – 48.35% NAV since inception: -45.96% Value participation: 54.04% Markets In August, the attention of investors went mainly to the operations of central bankers. The Bank of England (BoE) attacked the harmful effects of the Brexit with a rate cut […]