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Bonds are saying : No V-shaped recovery

Bonds are saying : No V-shaped recovery

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...
ANNUAL REVIEW 2019

ANNUAL REVIEW 2019

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
Fernandez Elected President

Fernandez Elected President

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...
Conflicting Forces

Conflicting Forces

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...
CHARTING THE MARKETS    5 Oct 2019

CHARTING THE MARKETS 5 Oct 2019

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
The August “Melt-Up” in Bonds probably heralds a major Top in Equities

The August “Melt-Up” in Bonds probably heralds a major Top in Equities

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...
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