My latest markets review comes in two parts. Part 1 (a 30 minutes video) runs through a number of market charts to show the latest big picture developments in graphical form. Part 2 summarises other interesting features of the third quarter in pdf format, with some comments from me.
How to see the review material Here is a link to the first video. Please let me know if you have problems accessing the video. Also attached, in pdf format, is a set of slides that look in more detail at movements in bond markets and the investment trust sector. Q3 2023 market review If there is one chart that su...
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I am experimenting with a series of shorter videos covering specific asset classes and investment trust sectors. The notes this week include a video taking a fresh look at the bond market.
Bond market review This is the link to a short (14 minute) video looking at recent movements in the bond market. Anyone who is banking on an imminent peak in interest rates will have to be patient. The latest inflation figures in the UK and further resilience in the US economy means, if the markets are to be believed, that both the Bank of England (certainly) and the Federal Reserve (not quite so certa...
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I am experimenting with a series of shorter videos covering specific asset classes and investment trust sectors. The notes this week include the second of these, looking in more depth at the performance and future of infrastructure trusts, including the larger renewables trusts.
Video overview This is a link to the latest video. Please note that throughout the video I make a recurrent mistake, confusing the two trust tickers GCP and GRP and (embarrassingly) getting their names the wrong way round - just goes to show that recording videos in one take can be a hazardous venture. My apologi...
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