Final thoughts
These numbers make the grimmest of reading with only government bonds
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Currencies
Currencies are moving solely as ‘risk’ assets with the strongest being
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Commodities
‘It was the best of times; it was the worst of times’ said Sydney Carton.
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Commercial Property
All the daily-dealt ‘bricks and mortar’ commercial property funds from the large
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Fixed Income
The returns from bond markets illustrate the strength of ‘risk-off’
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Special Pandemic Market Update
Equity markets are struggling to factor in how long the pandemic will last
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General Market Review
This is the 54th Investment Strategy I’ve written and by far the most sombre
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