Global equities
Year in review: Global equities
The old saying ‘Past performance is no guide to future performance’ has probably never been truer. With all the seminal changes in the world around us, it’s highly probable that the winners of the next ten years will be very different from those of the past ten. Amit Lodha takes stock of the past 12 months in his annual 'Year in review'.
A year coloured by what I have read!
I love reading. It is something I have always liked. The first book that I remember was a Famous Five mystery novel by Enid Blyton - a gift for a long rail journey from my grandmother.Since then travelling and reading have been my two constant companions. Over time, I have learnt that for me reading is the most reliable source of serendipity - an essential ingredient to creating your own luck!
Winning by not losing
While many investors invest in equities because of their potential for attractive long-term capital growth, when equity markets fall, as they often do, the timing of this fall can have a major impact on your investment balance. Low volatility strategies are designed to help “smooth the ride”, giving equity investors the opportunity to earn meaningful investment returns while reducing the downside risk of their investment.
Groundhog Day ends, now the real movie begins!
Much like Bill Murray stopping his alarm for the final time in the May 1993 cult movie, Groundhog Day, it seems the day is near when we will emerge from the Covid-19 lockdown and embrace the new world...
Will gold continue to shine?
The gold price has risen 12% over 4 months, making the precious metal one of the best performing asset classes so far this year.
Oil below zero: bad, but not that bad
Global equities Q1 update
Macro: No V-shaped recovery expected
Closing out March... in charts
