27 August 2026
Is the US Government on the Path to Quantitative Easing?
Quantitative Easing or QE was made famous during the Great Financial Crisis. It refers to a monetary policy whereby the…
Archives for August 2026
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20 August 2026
What is Japan’s Effect on Rates and Does it Matter?
Bond yields have been rising globally (below). Long term rates are reaching levels not seen since before the Great Financial…
11 August 2026
Who is right, the equity or bond markets?
Equity markets hit new highs last week as investors seem to be embracing risk again. AI stocks, in particular, caught…
6 August 2026
Is the 60/40 portfolio strategy dead?
Recently, some influential analysts have begun to question the wisdom of the 60/40 equity/debt allocation favoured by many investors. Goldman…