Articles

tightrope
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
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14 September, 2017
Austen Morris Associates Senior Partner Jon Holand hosted another successful Private Client Dinner at The Place Shanghai on Wednesday, September 13th The evening included a cocktail reception to welcome guests who could mingle amongst one ... more
feature1
12 September, 2017
RINGING THE CHANGES At the beginning of this year, consensus expected a re-acceleration in US growth led by Trump tax reform and fiscal stimulus. As such, many predicted fixed income would deliver a negative return ... more
US, China, Korea
5 September, 2017
THE ODD COUPLE Over the last 2 weeks, market updates have covered the “Goldilocks” economic environment, with broad-based growth but weak inflation. As such, it’s been speculated that any headwind for markets would be more ... more
Mario Draghi
30 August, 2017
NOTHING TO SEE In last week’s edition covered the current environment of abnormally low inflation relative to the breadth and strength of global growth. It was argued that this was related to a number of ... more
Just a Minute Featured Image
22 August, 2017
JUST A MINUTE Last week, minutes to the ECB and FED July meetings revealed an increasingly agitated discussion about the lack of inflation associated with the current expansion and period of declining unemployment (the failure ... more
Bull in a China Shop Chalkboard
15 August, 2017
BULL IN A CHINA SHOP This week, overall global growth momentum has continued to float almost all boats. Nonetheless, there is still notable political risk. For example: In Japan, the declining popularity of Prime Minister ... more
bears
8 August, 2017
GOLDILOCKS KEEPS THE BEARS AT BAY This week, the Czech central bank became the first to raise rates in the EU since Jean-Claude Trichet’s much lambasted hike in the midst of the sovereign debt crisis ... more
Donald Trump on markets
1 August, 2017
LEFT BEHIND OR LED ASTRAY After sweeping into power on the promise of stimulus, reform and “Making America Great Again”, during his first 190 days in office, one could well judge Donald Trump has tried ... more
24.07.17 Darryl at PH Investment Expo
26 July, 2017
Austen Morris Associates’ Senior Consultant Darryl Viojan participates at the Largest Business and Investment Expo in the Philippines! The 4th Philippine Investment Expo and Conference was held on July the 22nd and 23rd 2017 at the ... more
shutterstock_519945448
25 July, 2017
A WORLD OF DIFFERENCE Incoming data continues to show global growth has good momentum. Indeed, a number of countries (for example US and Germany) appear to be at full capacity. This should be generating inflation, ... more
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18 July, 2017
SPLITTING UP The global economy continues to enjoy a growth recovery, with recent data suggesting there has been renewed strength at the beginning of the Northern hemisphere’s summer. However, from a cyclical perspective, there is ... more