Tag Archives: Equities

Why the Equity Bull Market Must Continue

We have been busy crunching some very interesting data on pension funds from the most recent Federal Reserve’s,  Flow of Funds Accounts.    Check out the charts below. Interestingly,  the last time Private and State & Local Government Pensions were fully … Continue reading

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Global Risk Monitor – February 3

Click on table to enlarge and for better resolution

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Technology turbulence – FT

Big players from the technology sector have reported a wide range of results. Lex’s Robert Armstrong and Giles Wilkes discuss the changing fortunes of tech’s top operators For more video content from the Financial Times, visit http://www.FT.com/video (click here if … Continue reading

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Fighting the Fed – FT

John Authers looks at the consequences as the worst start to a year in stock market history continues apace For more video content from the Financial Times, visit http://www.FT.com/video (click here if video is not observable)

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Six Charts of Christmas: Profits – FT

John Authers asks if US profits and profit margins are due to fall further in 2016. ► Subscribe to the Financial Times on YouTube: http://bit.ly/FTimeSubs (click here if charts are not observable)

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The nifty nine – FT

John Authers reports on a worryingly narrow US stock market. Nine stocks are up 60 per cent between them, even as the overall market is flat. For more video content from the Financial Times, visit http://www.FT.com/video (click https://www.youtube.com/embed/kjUwAiBRjXU” target=”_blank”>here if … Continue reading

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Mind the gap – FT

Are the troubles for Volkswagen, Glencore and emerging markets the beginning of something much worse? James Mackintosh, investment editor, finds reasons for hope that shares are just catching up with bonds – but worries abound. For more video content from … Continue reading

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Bad summer for emerging market equities – FT

(click here if video is not observable)

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Let the Games Begin…

Nice chart in today’s WSJ.   Expectations are that energy is really going to hammer earnings the next two quarters. (click here if chart is not observable)

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Quest for yield in emerging markets – FT

FT senior investment columnist John Authers talks to Omar Negyal, portfolio manager, emerging markets income, at JP Morgan about his strategy to capitalise on cheap emerging markets by focusing on dividend yields. For more video content from the Financial Times, … Continue reading

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