Bullish on Russia

Today, I ran across an article in Market Watch, which argues a ‘contrarian point of view’ towards investing in Russia. An example of longer-term investment thinking based ‘buy when there is blood in the streets’, but the question is ‘will there be blood or should we buy now?’ Russia’s protests will create buying opportunity By Читать дальше ➝

Внесет ли свою лепту Европа

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 ➝

EUROPE – LIGHT AT THE END OF THE TUNNEL OR AN ONCOMING TGV?

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 ➝

Viaticals, Life Settlements and STOLIs… sound Russian but they are not!

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 ➝

EU Euphoria turns into market rally!

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 ➝