And truth be told our significant others got tired of listening to us wax on about financial happenings. So this section of our site was created to play host to our predictions, musings and interpretations of what’s happening in the market.
...investment opportunities will present themselves, regardless of how poor the economic environment looks like at the time.
So, what does classic rock have to do with investing? Billy Joel provided the ultimate response in writing the song “We didn’t start the Fire” - the song is an eclectic debrief of headline events during the mid to late 1900’s that were a cause of uncertainty, polarization, and mania. Let take a retrospective overview of historic events and their impact on the markets!
While it’s true that one can diversify their portfolio with the addition of various fixed income strategies, apparently one can also achieve diversification nirvana within the equity asset class as well.
Portfolio diversification is essential, but how can we achieve that in a world where bond yields are too low to offset volatility and a global diversification strategy is no longer as effective?
March saw massive economic disruption with the spread of COVID-19, cases increased rapidly in North America and many countries implemented lockdown measures to flatten the curve.
We have all rapidly had to adjust from our multiple monitors, ergonomically adjusted chairs and (relatively) distraction free office environments to working from home.
We hope everyone can remain safe during this crisis. Your Kinsted team is doing all that we can to support our clients, their families, employees and the community. Your health and safety, along with those of the team, remains our highest priority during these challenging and turbulent times.
Looking back at the full year of 2019, one must admit that it was quite an eventful one, particularly for the capital markets. The headwinds facing the global equity markets were numerous...
While it’s too early to tell when this current, extended growth cycle will come to an end, we do know that equity bear markets have historically coincided with the end of economic cycles. The good news is that markets tend to sprint to the finish line.
In our last quarterly outlook, we said: The keys to Capital market performance over the balance of the year are two-fold: central banks must remain on hold, and more importantly, it’s imperative we begin to see signs of a pickup in global growth.
The phrase attributed to Mark Twain, "History may not repeat itself but it often rhymes” can certainly be used when talking about the capital markets. While not every market and economic cycle is identical, there certainly are many similarities.
...the fears of recession are overblown, markets are more reasonably priced and we expect a recovery and decent returns in 2019.
Market participants had to swerve and maneuver as President Trump’s protectionist trade threats studded the road during the quarter stealing the limelight from other historic events such as the meeting of the United States and North Korea for the first time since the Korean War.
Sometimes the best time to be invested in the market is when vision is partially obscured by uncertainty.
This is positive for the global economic outlook. A revival in US business investment and housing looks bright.
2017 was an eventful year with major equity markets continually hitting new highs.