by lauren@ldpdevelopment.co.za | May 13, 2020 | bonds, Macro
Bond markets are where institutional investors commanding the largest pool of savings PRICE their economic expectations for the future. The level of bond yields, and even more, future bond yields, is what savings are prepared to earn to lend to corporations and the...
by lauren@ldpdevelopment.co.za | Jan 6, 2020 | American Equities, Asian Equities, Asset Allocation, bonds, commodities, currencies, Equities
Chandler Asset Protection Ltd’s ANNUAL REVIEW 2019 CLICK HERE to download the full report in PDF format
by lauren@ldpdevelopment.co.za | Oct 28, 2019 | bonds, currencies, macroeconomics, Politics
Alberto Fernandez, 60, swept to victory in the first-round of the Argentinian Presidential election with 48% of the vote against 40% for Macri. His win signals the return to power by Peronism — an anti-elite political movement that traditionally favors workers over...
by lauren@ldpdevelopment.co.za | Oct 8, 2019 | American Equities, Asian Equities, Asset Allocation, bonds, Gold, US bonds
The financial markets are sending conflicting signals and the behaviour of the various asset classes subject to conflicting forces. Trying to assess the forces at play and the respective risk / reward for the main asset classes is paramount. The Bond melt-up points to...
by lauren@ldpdevelopment.co.za | Oct 7, 2019 | bitcoins, bonds, commodities, currencies, Equities, Technical Analysis
Chandler Asset Protection Ltd’s Weekly Technical Review of the World Financial Markets CLICK HERE to download the full report in PDF Format
by lauren@ldpdevelopment.co.za | Oct 1, 2019 | Asset Allocation, bonds, Equities, Macro
Stock markets are known for often going too far. So can bond markets, although they tend to go mad a little less often, and to do so in a way that is less visible. However, one thing is clear from looking at the behaviour of global bond markets and that is that we...
by lauren@ldpdevelopment.co.za | Aug 13, 2019 | bonds, currencies, Equities, macroeconomics
In a phenomenal twist of events showing how sensitive the financial markets have become, in just a few hours, Argentina went from weathering-the-storm mode to a shipwreck as investors dumped government debt on fears of yet another potential default. Partial Elections...
by lauren@ldpdevelopment.co.za | Jul 21, 2019 | bitcoins, bonds, commodities, cryptocurrencies, currencies, Technical Analysis, Weekly Monitors, World equities
Chandler Asset Protection Ltd.’s Weekly Technical Review of the World Financial Markets in 45 pages and 80 charts. CLICK HERE to download the full report in .pdf format
by lauren@ldpdevelopment.co.za | Jul 12, 2019 | bonds
The borrowing costs known as the London interbank offered rates are embedded throughout the DNA of finance. Untangling them, after the Financial Conduct Authority’s announcement two years ago that they’ll be phased out by the end of 2021, is proving difficult through...
by lauren@ldpdevelopment.co.za | Jun 25, 2019 | bonds, Bonds Monitor
Once in a while, there are market moves that deserve major decisions in a global portfolio asset allocation and we have probably reached that stage in the Fixed Income markets. The Deflation Scare is here In December 2018, we published our usual SEVEN INVESTMENT CALLS...
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