Наши наблюдения, идеи и новости инвестиционного мира

A recent Asset Allocation Survey conducted be the American Association of Individual Ivestors recently signaled an increased aversion to equities, with stock/stock fund allocations falling to 53% last month. Many investors, both individual and institutional, are frustrated by the market’s headline-driven volatility, and some are just plain scared by it. In order to protect retirement Читать дальше ➝

Два события на прошлой неделе оказались весьма позитивными новостями для рынков, особенно после прошедших непростых месяцев. По крайней мере, сейчас мы, наконец, наблюдаем глобальные меры, о которых так давно просили рынки. Сначала Китай весьма неожиданно сократил резервные требования к банкам на 0.5%, что знаменует начало смягчения монетарной политики КНР. Рынки отреагировали на эту новость бурным Читать дальше ➝

This week sees the most critical meetings of the key personnel in the Eurozone since the launch of the physical currency almost 10 years ago. Arguably it is the most important meeting regarding currencies since the collapse of the Bretton Woods system in 1971. Without over-dramatising, we could be staring into the abyss of the Читать дальше ➝

Недавно я, Тишкова Вероника, посетила конференцию рейтингового агентства Morningstar «Лушие идеи и советы инвесторам на 2012» в Лос Анджелесе. Спикер Кристина Бенц — Директор по Личным Финансам Morningstar Inc. и автор книг о личных финансах, говорила о том: Какие рынки сегодня перегреты и какие недооценены Как использовать исследования для поиска свежих решений для инвестирования в Читать дальше ➝

Over the years, many clients have brought investments in life insurance policies to our attention as these have become popular as alternative investment funds. We have always been skeptical of the payouts and liquidity issues, but now two new court rulings show additional risks are involved. Investor beware! In light of two recent rulings by Читать дальше ➝

According to an article in Bloomberg recently, the put to call ratio on the CBOE Volatility Index (VIX) is the highest it has been since January 2009. Currently, there are around 101 puts to every 100 calls on the VIX as traders bet that volatility will fall and the recent rally in stocks will continue. Читать дальше ➝

U.S. equity futures (/ES) soared this morning as the result of deals that were reached among Greek bondholders and European leaders. The bondholders agreed to a 50% haircut, and the rescue fund’s capacity was increased to $1.4T. In The US, investors continue to cheer the third quarter earnings reports and the recent string of stable Читать дальше ➝