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Money Matters 14th November 2017

Money Matters 14th November 2017 1280 852 AMA Team

WORST CASE SCENARIO Last week, developed market bonds and equities fell in unison. These moves were of course small and, in the context of a blockbuster year for equities alongside…

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Money Matters 7th November 2017

Money Matters 7th November 2017 2560 1707 AMA Team

FEEDING FRENZY It was more of the same for global markets last week, as the busiest week of the quarter (if not the year) in terms of news flow which…

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Money Matters 31st October 2017

Money Matters 31st October 2017 2560 1707 AMA Team

CRAMMING IT IN With every data point, the strength and breadth of 2017’s global economic acceleration is confirmed. A truly synchronised expansion is in progress with considerable momentum. However, financial…

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Money Matters 24th October 2017

Money Matters 24th October 2017 1280 847 AMA Team

SCANNING THE HORIZON As the bull market rages on, many investors are “scanning the horizon” for reasons to sell the rally. From a technical perspective, we have already highlighted the…

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Money Matters 17th October 2017

Money Matters 17th October 2017 1280 915 AMA Team

IT’S MY PARTY AND EVERYONE’S INVITED There has been much disbelief at the strength of the global equity rally so far this year. However, as summarised by IMF chief economist…

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Money Matters 10th October 2017

Money Matters 10th October 2017 511 350 AMA Team

TOUR DE FORCE From the end of the financial crisis until the beginning of this year, the US economy sat at the front of the global growth peloton. Team America…

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Money Matters 3rd October 2017

Money Matters 3rd October 2017 1280 960 AMA Team

ROLE REVERSAL After 9 months characterised by USD weakness, emerging market strength and an outperformance of mega-caps over small caps, last week saw a “role reversal”. In the US, Donald…

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Money Matters 26th September 2017

Money Matters 26th September 2017 960 641 AMA Team

END OF AN ERA Financial markets were little changed last week, pausing for breath after the post-summer rally. The FED meeting passed as expected (with the start of balance sheet…

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Money Matters 19th September 2017

Money Matters 19th September 2017 500 335 AMA Team

WALKING THE TIGHTROPE Last week the potential for greater monetary policy uncertainty given the FED’s Board of Governors is due to change almost entirely over the next 6 months was…

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Money Matters 12th September 2017

Money Matters 12th September 2017 500 373 AMA Team

RINGING THE CHANGES At the beginning of this year, consensus expected a re-acceleration in US growth led by Trump tax reform and fiscal stimulus. As such, many predicted fixed income…

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