Featured Image - Are We Nearly There Yet
21 November, 2017
ARE WE NEARLY THERE YET? There was not necessarily a clear catalyst for the more elevated volatility seen last week. However, it would be fair to say that weakness in credit over the past month ... more
Article Banner Exchange rates
16 November, 2017
How to make exchange rates work for you rather than against you? This is particularly important for expatriates. If you are working abroad, a good strategy for dealing with exchange rates can make or break ... more
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14 November, 2017
WORST CASE SCENARIO Last week, developed market bonds and equities fell in unison. These moves were of course small and, in the context of a blockbuster year for equities alongside another positive total return for ... more
13 November, 2017
Austen Morris Associates’ Senior Partner Jon Holand hosted another successful Private Client Dinner at 3 on the Bund on Wednesday the 8th of November. The evening started with a Champagne reception at the exclusive, by invitation only ‘Whisper Club’, located on the 7th floor. Whisper is a quaint and private place which was the perfect setting for the beginning of an sumptuous and special AMA Private Client event, moving on to Jean-Georges for dinner.... more
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7 November, 2017
FEEDING FRENZY It was more of the same for global markets last week, as the busiest week of the quarter (if not the year) in terms of news flow which reiterated strong economic momentum and ... more
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31 October, 2017
CRAMMING IT IN With every data point, the strength and breadth of 2017’s global economic acceleration is confirmed. A truly synchronised expansion is in progress with considerable momentum. However, financial markets do not necessarily move ... more
Featured Image Horizon and Hand
24 October, 2017
SCANNING THE HORIZON As the bull market rages on, many investors are “scanning the horizon” for reasons to sell the rally. From a technical perspective, we have already highlighted the (almost never before seen) low ... more
Party - Featured Image
17 October, 2017
IT’S MY PARTY AND EVERYONE’S INVITED There has been much disbelief at the strength of the global equity rally so far this year. However, as summarised by IMF chief economist Maurice Obstfeld last week, the ... more
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9 October, 2017
TOUR DE FORCE From the end of the financial crisis until the beginning of this year, the US economy sat at the front of the global growth peloton. Team America were the first, most aggressive ... more
Stock Market Graph - Featured Image
3 October, 2017
ROLE REVERSAL After 9 months characterised by USD weakness, emerging market strength and an outperformance of mega-caps over small caps, last week saw a “role reversal”. In the US, Donald Trump’s tax reform proposal was ... more
Business Era
26 September, 2017
END OF AN ERA Financial markets were little changed last week, pausing for breath after the post-summer rally. The FED meeting passed as expected (with the start of balance sheet normalisation) and economic data confirmed ... more
19 September, 2017
WALKING THE TIGHTROPE Last week the potential for greater monetary policy uncertainty given the FED’s Board of Governors is due to change almost entirely over the next 6 months was highlighted. Indeed, investors everywhere are ... more