True lifelong financial planning for the serious business of life.
True lifelong financial planning
for the serious business of life.
True lifelong financial planning for the serious business of life.
True lifelong financial planning
for the serious business of life.
(Return to all News and Updates)
“At all times, in all markets, in all parts of the world, the tiniest change in US interest rates changes the value of every financial asset.” Warren Buffett. American Business Magnate, renowned investor and philanthropist. Economic update – assessing global growth Despite worries about activity in the US and Europe, the global economy has […]
Tags: growth, inflation, interest rates
Category:
Investment management
“Headlines, in a way, are what mislead you. Because bad news is always a headline and gradual improvement is not.” Bill Gates; American Business magnate, philanthropist, investor and co-founder of Microsoft. Economic update – the inflation conundrum Economic booms tend not to end well. Strong growth generates inflation, which in turn causes central banks to raise […]
Tags: growth, inflation, interest rates
Category:
Investment management
“Today’s headlines and history’s judgment are rarely the same.”- Condoleezza Rice. American diplomat and political scientist and current director of the Hoover Institution at Stanford University. Economic Update Financial pundits are intent on ignoring the micro, but very important, detail of corporate activity and company results, some of which have been surprisingly good recently. Media […]
Tags: inflation, interest rates, pivot, recession
Category:
Investment management
“In the midst of difficulty lies opportunity.” Albert Einstein (1879-1955). Theoretical physicist. Economic Update Two of the most googled words in recent months have been ‘recession’ and ‘pivot’. Recession for obvious reasons; pivot less so but both are interlinked. Economists tend to think in small incremental steps, missing big turns in the story, which helps […]
Tags: inflation, interest rates, pivot, recession
Category:
Investment management
“Stock market corrections, although painful at the time, are actually a very healthy part of the whole mechanism, because there are always speculative excesses that develop, particularly during a long bull market.” Rob Chernow; American writer, journalist, historian and biographer Stock Markets Two things happened in financial markets in the first few days of 2022 […]
Tags: inflation, interest rates
Category:
Investment management
“Interest rates are to asset prices what gravity is to an apple. When there are low interest rates, there is a low gravitational pull on asset prices.” Warren Buffett In February 2009 when base interest rates had just been cut to 1% per annum, I had a friendly wager with an accountant friend about the […]
Tags: cash savings, inflation, interest rates
Category:
Financial Planning,
Investment management