Market Musings Blog
The coronavirus pandemic has caused a surge in borrowing, at governments, companies, and households. Of these three, the numbers at the government level are the most spectacular – generating giant deficits all over the world. Most of us grew up … Continue reading
Our popular market comment – always a single page – gives you a quick snapshot of monthly market movements and our opinions about direction, valuations, and so forth.
6.12.20 What kind of recovery?
3.19.20 – Announcement from Michelle Rand – Investment Update from Michelle Rand