Investors in several Irish property funds received news in January that valuations were being reduced by c.8% and withdrawals or switches from certain funds were being suspended for up to six months. The funds in question are well managed with high quality assets. However, fund suspensions happen from time-to-time, usually in times of market turbulence like the Global … [Read more...] about Property investing and fund suspensions
Investment strategies
The UK has left the EU what’s next post-BREXIT?
It’s been 3-1/2 years since the United Kingdom voted to leave the European Union, and the process known as Brexit has been far from smooth. Now that the deadline to leave has passed, what’s next for the United Kingdom, and for Europe? While there’s no turning back, there are still quite a few kinks to be worked out, including the all-important trade agreements. On June 23, … [Read more...] about The UK has left the EU what’s next post-BREXIT?
China stands on its own
During the last decade, the Chinese consumer has replaced infrastructure investment as the driving force of the world’s second largest economy. In our view, it will continue to be one of the largest, fastest growing secular forces in the global economy for the next decade. Such huge secular themes occur infrequently and are not always investable. However, a key principle behind … [Read more...] about China stands on its own
The cost of trying to time the market since 2001
When markets fall, the natural instinct is to sell. Our research highlights how costly it can be to miss the stock market’s best days. “Buy low, sell high” – that’s every investor’s goal. However, it’s easier said than done. Especially if you’re trying to time the market, which is notoriously difficult, if not impossible. It can also be costly. Our research shows just how … [Read more...] about The cost of trying to time the market since 2001
Reverse Yankees Are on the Rise
Euro‑denominated issuance by U.S.‑ based corporates is surging. American companies pumped approximately EUR 93 billion into the European markets by the middle of December in 2019. Known as “reverse Yankee bonds,” these new issues made up roughly 30% of the total 2019 volume. Rather than viewing this as a short‑term anomaly, we believe investors can look at the influx of … [Read more...] about Reverse Yankees Are on the Rise
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