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 | Jul 4, 2019 | American Equities, Asset Allocation, US Dollar (USD), World equities
As our readers know we are of the view that the 2009 – 2019 secular bull market in US equities is about to end and that the current bond melt-up linked to overly optimistic expectations of monetary easing by the FED marks the end of it. The Big Cyclical Bear market...
by lauren@ldpdevelopment.co.za | Jun 17, 2019 | Bonds Monitor, Commodity Monitor, Currency Monitor, Equity Monitor, Politics
WEEKLY MARKET REVIEW 15th June 2019 Click HERE to download the full publication in PDF
by lauren@ldpdevelopment.co.za | May 21, 2019 | Asian Equities, China, currencies, Equities, World equities, Yuan
Donald Trump’s aggressive stance on the Trade War and against Hua Wei shows that the issue is far more profound than a simple bargaining issue and that America is truly scared of China. However, the methods used are not going to succeed and China has taken the full...
by lauren@ldpdevelopment.co.za | May 20, 2019 | Bonds Monitor, Commodity Monitor, Currency Monitor, Equity Monitor, Weekly Monitors
WEEKLY MARKETS REVIEW 18th May 2019 Click the link below to download the full publication https://www.dropbox.com/s/r3wx87tu3qnpzk7/CAP%20%20WMR%20%20DON%27T%20PANIC.%2018th%20May%202019.pdf?dl=0 Disclaimer CHANDLER ASSET PROTECTION LIMITED is an Asset Management firm...
by lauren@ldpdevelopment.co.za | Mar 31, 2019 | Bonds Monitor, China, Commodity Monitor, Currency Monitor, Equity Monitor, global equities, oil, Yuan
The Week in Review 31st March 2019 In this issue : # Liquidity Triggers a Bond Binge and Lifts All Asset Classes # Chinese Equities Lead the Global Equity Rally # US Economy Slows more than anticipated # Oil Caps a Strong Quarter but a Stealth Danger lies ahead ...
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 | Feb 7, 2019 | Asset Allocation, China, currencies, macroeconomics, Yuan
Chandler Investment Consultancies FZE is proud to announce the launch of the EFG GLOBAL YUAN PORTFOLIOIndex Certificate A perfect instrument to build your portfolio exposure to the Chinese currency through a highly diversified, actively managed, balanced...
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...
by lauren@ldpdevelopment.co.za | Dec 2, 2018 | Weekly Monitors
The Week in Review 30 Nov 2018 11 months have now passed for 2018 and global markets have had a hard time. Most equity markets, bond markets and commodities are in the red for now, and the Trade Wars have caused a significant repricing of risk across asset...
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