Investment Strategy: Third Quarter 2020
Welcome to the third quarter 2020 investment strategy.
(You can email, print or create a PDF using the convenient icons at the bottom right of each article).
Trump’s Last Dance
You have your own political views, you are assaulted by everyone else’s
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Currencies
As the chart shows, the ‘risk off’ currencies of US dollar, swissie, and yen have all strengthened this year
Read more
Ying and Yang
Gold and oil, heads and tails, black and white, night and day, Cain and Abel, Tom and Jerry
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Fixed Income
The chart shows that Government Bonds, conventional and linkers, have been the safest of havens this year, posting strong returns
Read more
Market Outlook – Don’t Fight the Fed
It’s the oldest cliché in the book.
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Market Returns
The following chart shows the strength of the market rebound with the majority of the losses being retraced in most global markets
Read more
Macro…Hope springs eternal
Normally I end this section with a table of economic forecasts
Read more
General Market Review
It has been a horrible last few months, but the worst of the pandemic is now thankfully behind us and with lockdown restrictions being eased we can begin to look forwards with some hope.
Read more
Investment Strategy: Third Quarter 2020
Welcome to the third quarter 2020 investment strategy.
(You can email, print or create a PDF using the convenient icons at the bottom right of each article).
Trump’s Last Dance
You have your own political views, you are assaulted by everyone else’s
Read more
Currencies
As the chart shows, the ‘risk off’ currencies of US dollar, swissie, and yen have all strengthened this year
Read more
Ying and Yang
Gold and oil, heads and tails, black and white, night and day, Cain and Abel, Tom and Jerry
Read more
Fixed Income
The chart shows that Government Bonds, conventional and linkers, have been the safest of havens this year, posting strong returns
Read more
Market Outlook – Don’t Fight the Fed
It’s the oldest cliché in the book.
Read more
Market Returns
The following chart shows the strength of the market rebound with the majority of the losses being retraced in most global markets
Read more
Macro…Hope springs eternal
Normally I end this section with a table of economic forecasts
Read more
General Market Review
It has been a horrible last few months, but the worst of the pandemic is now thankfully behind us and with lockdown restrictions being eased we can begin to look forwards with some hope.
Read more
