Investment Strategy: Second Quarter 2020
Welcome to the second quarter 2020 investment strategy.
(You can email, print or create a PDF using the convenient icons at the bottom right of each article).
General Market Review
This is the 54th Investment Strategy I’ve written and by far the most sombre
Read more
Special Pandemic Market Update
Equity markets are struggling to factor in how long the pandemic will last
Read more
Fixed Income
The returns from bond markets illustrate the strength of ‘risk-off’
Read more
Commercial Property
All the daily-dealt ‘bricks and mortar’ commercial property funds from the large
Read more
Commodities
‘It was the best of times; it was the worst of times’ said Sydney Carton.
Read more
Currencies
Currencies are moving solely as ‘risk’ assets with the strongest being
Read more
Final thoughts
These numbers make the grimmest of reading with only government bonds
Read more
Investment Strategy: Second Quarter 2020
Welcome to the second quarter 2020 investment strategy.
(You can email, print or create a PDF using the convenient icons at the bottom right of each article).
General Market Review
This is the 54th Investment Strategy I’ve written and by far the most sombre
Read more
Special Pandemic Market Update
Equity markets are struggling to factor in how long the pandemic will last
Read more
Fixed Income
The returns from bond markets illustrate the strength of ‘risk-off’
Read more
Commercial Property
All the daily-dealt ‘bricks and mortar’ commercial property funds from the large
Read more
Commodities
‘It was the best of times; it was the worst of times’ said Sydney Carton.
Read more
Currencies
Currencies are moving solely as ‘risk’ assets with the strongest being
Read more
Final thoughts
These numbers make the grimmest of reading with only government bonds
Read more
