Friday February 10 - February 16, 2012 (Vol. XX No. 6)
Last year has fulfilled general expectations for the Australian Dollar and economy and for the global economy.
Friday February 3 - February 9, 2012 (Vol. XX No. 5)
We have just completed our annual review of our neutral strategic asset allocations and, basically, the executive summary is that we have increased our core fund’s neutral global equity exposure…
Friday January 27 - February 2, 2012 (Vol. XX No. 4)
Part 2 So what did the recent Euro summit achieve? It agreed that the EUR 400 billion or so borrowed to create the European Financial Stability Facility (EFSF) could be…
Friday January 20 - January 26, 2012 (Vol. XX No. 3)
Part 1 It all started in Athens. When Homo Erectus eventually became Homo Sapiens, the inhabited world of North Africa, the Middle East and finally Europe developed. In the West…
Friday January 13 - January 19, 2012 (Vol. XX No. 2)
For a start, let me explain that this particular piece is mainly aimed at Brits; however, it will also be of use to those of you whose law is based…
Friday January 6 - January 12, 2012 (Vol. XX No. 1)
Growing Gap, continued… Economic gains in the U.S. have been spread less equally in recent years as a result of factors including globalization, technological change, the decline of labor unions, changing…
Friday December 30 - January 5, 2012 (Vol. XIX No. 52)
The biggest single structural defect facing the US economy night now is the widening gap between rich and poor. This is forcing the alleged reformer - Barack Obama - to…
Friday December 23 - December 29, 2011 (Vol. XIX No. 51)
To all the readers of the Pattaya Mail, I would like to wish everyone a Merry Xmas and a Happy & Prosperous New Year.
Friday December 16 - December 22, 2011 (Vol. XIX No. 50)
A successful asset allocation strategy goes further than just allocating assets to broad asset classes. Allocation within these classes is also vitally important. Unfortunately this is not as simple as…
Friday December 9 - December 15, 2011 (Vol. XIX No. 49)
A bubble is created when more money flows into an asset than is commercially or structurally feasible or sustainable.
Friday December 2 - December 8, 2011 (Vol. XIX No. 48)
The technology sector has come a long way since the heady market highs of 2000 and yet many investors still treat it with circumspection, thanks to the bursting of the…
Friday November 25 - December 1, 2011 (Vol. XIX No. 47)
Some hard (for some people to swallow) facts on China today With less than 20% of the world’s population, China consumes: ... 53% of the world’s cement ... 48% of…
Friday November 18 - November 24, 2011 (Vol. XIX No. 46)
Indefinite stimulus cannot work - because it gets less and less effective each time, ultimately becoming counter-productive.
Friday November 11 - November 17, 2011 (Vol. XIX No. 45)
Are hedge funds a separate asset class or a superior alpha generator within traditional asset classes? Or are they simply an expensive fee model for high frequency traders? This debate…