We monitor our Werthstein Zeitgeists continuously, and we’ve decided that two of them – India and Emerging Market Bonds – should now be shut down, and investors should exit these investment ideas. And why is that? The video gives the answer!
What a crazy year for stock markets! After a bullish start, with US markets reaching new highs in January, the markets suffered mini-crashes in both February and March of up to 10%. Almost every trading day brings another large price swing either up or down.
Giles Keating, managing director at Werthstein, speaks about Italian bond yields rise following deal on house speakers and why buying the yen as protection from a trade war is ‘pretty peculiar’
The management and the entire Werthstein team wish you and your family a merry Easter and relaxing holidays! And we have hidden three eggs with surprises for you:
2018 is already shaping up as a rather uncomfortable year for stock markets, in line with the warnings that we have been giving for a while. The stellar rise in markets last year pushed valuations to high levels, and with all the good news already in prices, there was clearly a risk of setbacks. But seeing risks is relatively easy, it’s far more difficult to know when and how they will appear. So, like most investors, we didn’t expect that we’d get such a big setback in February.