Good video from James Mackintosh, investment editor at the ft.com, assesses why most remain markets remain calm despite the possibility of a Greek exit from the Euro. Is this the calm before the storm (we don’t think so…)
Format Archives: Video
Hamish Douglass, CEO of Magellan Financial Group, gives a very interesting update on the markets which focuses around their recent decision to increase the cash weighting in their Global Fund. They are basically taking some risk off the table whilst still being pretty committed to the equity markets overall as they see good growth coming out of the US. They see several indicators in markets that risks are not being well priced at present. This is in both equity but probably more particularly in credit markets where the interest rates that investors are demanding for risky peripheral European government and high yield corporate bonds, are at very low levels.
China is proposing to open up locally-owned state business assets to private investors in an attempt to offset a local government debt mountain currently sitting around $3 trillion. Standard Chartered predicts a ‘quiet wave’ of stake sales from the country’s $7 trillion of locally-owned business assets over next couple of years. Watch this summary from Bloomberg TV.
The Financial Times looks at why volatility has been so low for so long and what the latest rise in volatility could potentially indicate for markets.
Bernard Doyle, head of JBWere Investment Strategy, presents a high level investment strategy update for investors. For now, they see a US led recovery continuing and remain overweight equities. However they believe that we are now in a low return world, in the late stages of the equity market recovery, and they expect, by the end of this year, to have a more neutral allocation to equities. It also covers global earnings and valuations, stabilisation of world growth, China and Europe and tactical asset allocation. Well worth a watch, click on the image below.
I recently helped in a #GigatownWanaka initiative to try and win the Gigatown competition to get gigaspeed internet to Wanaka by creating a video about our business and our internet connection. Gigatown is something that the community has really got behind and I believe would create great possibilities for the future of Wanaka. Here is my take on the effects it could have on our business and the town.
If you want to support the initiative go to gigatown.co.nz and sign up for Wanaka – let’s make it happen!
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