by lauren@ldpdevelopment.co.za | Jun 5, 2020 | American Equities, Asset Allocation, global equities, macroeconomics
Chandler Asset Protection Ltd’s SPECIAL REPORT June 2020 Click Here to DOWNLOAD the full report in PDF Format
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 | Apr 20, 2020 | Macro, Uncategorized
As we are now mid-April and economic data for the first quarter of 2020 are being published, we felt it was appropriate to make a first assessment of the economic impact of the COVID -19 coronavirus at this stage and try to fathom the depth of the economic damage in...
by lauren@ldpdevelopment.co.za | Jan 15, 2020 | American Equities, Asian Equities, Asset Allocation
Credit Cover Photo Raj – Unsplash.com The 2019 DEFLATION SCARE triggered record-low interest rates and massive liquidity injection through rate cuts and Central Bank balance sheet expansion. The net effect was to EXTEND the cycle and feed speculative bubbles in almost...
by lauren@ldpdevelopment.co.za | Jul 16, 2019 | China, macroeconomics
China’s economy slowed to the weakest pace since quarterly data began in 1992 amid the ongoing trade standoff with the U.S., while monthly indicators provided signs that a stabilization is emerging. Gross domestic product rose 6.2.% in the April-June period from a...
by lauren@ldpdevelopment.co.za | May 1, 2019 | Macro, macroeconomics
One third of 2019 is already behind us and, to say the least, it has been the heck of a third in the financial markets. On 31st December 2018, very few commentators expected the equity markets to rally, fear was prevalent and analysts were busy revising their...
by lauren@ldpdevelopment.co.za | Mar 17, 2019 | Bonds Monitor, Commodity Monitor, Currency Monitor, Equity Monitor, Macro
As we argued in our various post since December, the Trade Wars of 2018 have taken a heavy toll on the world economy and the world is now facing its slowest economic growth rate since 2011. Bloomberg’s GDP tracker is one of the best coincident indicator and...
by lauren@ldpdevelopment.co.za | Mar 7, 2019 | macroeconomics
All along 2018, we argued that the Trade war launched by Donald Trump on China would take a severe toll on global growth and that the ultimate loser would end-up being America and American corporations. In several posts Trade wars are the wars of the...
by lauren@ldpdevelopment.co.za | Dec 28, 2018 | commodities, Macro, oil, Politics
THE FOUR MEGA TRENDS The world seems chaotic and unpredictable. It is a time of changes and the world we are living in is going through major structural changes. We call them MEGA TRENDS Understanding those mega-trends is paramount to proper...
by lauren@ldpdevelopment.co.za | Dec 20, 2018 | macroeconomics, Politics
THE FOUR MEGA TRENDS The world seems chaotic and unpredictable. It is a time of changes and the world we are living in is going through major structural changes. We call them MEGA TRENDS Understanding those mega-trends is paramount to proper...
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