Over the past few years, AT1 bonds have been in the headlines for two extremely different reasons. In one case, investors lost their money as a result of the bank collapse. In another instance, there...
Chinese-owned video platform TikTok has sealed a deal to create a joint venture with American investors. The move allows the popular social app to dodge the threat of being banned in the US. TikTok has...
Investors are shifting away from the US dollar in response to Trump’s aggressive tariff policies and new confidence in the eurozone. Could this be the euro’s moment to shine? The euro has surged over 10% against the...
Seeing the drama he inspired on Tuesday, the Fed chair tried soft-pedaling the idea that he was signaling a 50 bp hike in March. The market did not buy it. And the odds, discounted by...
The chase for yield in a central-bank manipulated low-interest-rate environment is very costly, as brain-dead buyers of Argentina’s dollar-denominated and euro-denominated bonds found out. These junk bonds were issued with great Wall-Street hype in 2016...
Activity in the global capital markets is subdued as investors await fresh developments. New wording for the Irish backstop apparently is being drafted. US-China trade talks resume. No decision has been made on US auto...
Fixed-income investors – a financially conservative bunch buying Treasury securities, FDIC-insured CDs, and similar products that largely eliminate risk – have been getting crushed for a decade: Except for brief periods when inflation dipped to...
Well-known US-based independent investor Ralph Seger once said: “An investor without investment objectives is like a traveler without a destination.” He is right. One should invest only after identifying goals. Conventionally, investment planning used to...
Retirement planning is the process of setting goals for our retirement years and then creating a plan to fulfil those goals in financial terms. Executing a retirement plan requires most people to put aside some...
In response to the resignation of one of the few “globalist” advisers in the US Administration, the resignation Cohn has sent ripples through the capital markets. Stocks have been marked down across the world. The...
There is an unease that continues to hang over the market. It is as if a shoe fell last week, and most investors seem to be waiting for the other shoe to drop. It is...
There have been two developments in German and Japanese politics that will likely have implications for future policy. Let’s review the developments and consider the implications for investors. There is much talk of the Jamaica...
