This is the first of what we plan to be a regular weekly feature, which we are also sending directly to members in an email, summarising both my latest thoughts and all the regular bonus features you will find as a premium subscriber to the Money Makers Circle. I am grateful to you all for your support since we started. Do feel free to send me feedback (editormm124@gmail.com) and suggest any improvements to the regular features that you are interested in. It has been another positive week for both bonds and equities, with longer-dated gilts seeing their yields decline and the US and UK equity ...
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My notes include some further random thoughts on topical issues. Stuart Watson's profile this week is of Pershing Square Holdings, the global investment trust founded by hedge fund manager Bill Ackman. I have also added a post for my latest podcast with the fund manager Peter Seilern, discussing some of the big picture issues (inflation, Ukraine, bond yields) that are contributing to volatility this year and seem particularly relevant.
Hard truths about the bond market 2022 is turning out to be one of the worst years on record for the bond markets, with analysts pointing out that bond perfor...
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