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 | 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...
by lauren@ldpdevelopment.co.za | Jan 22, 2019 | China, Macro, macroeconomics, Politics
2019 may be starting with a bang in equity markets, but the major economies of the world are slowing down markedly…But which slowdown should we fear the most ? China’s or America’s ? The latest releases of economic data relating to the third quarter...
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