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\n\t\t\t\n\t\t\tOctober 1, 2019<\/span>\n September Investment Review: Hanging on to good news<\/a>\n <\/div>\n
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By Tim Sharp, Hottinger Investment Management Following an August when investor fears focused on a growing risk of recession causing a significant bond rally, September saw these fears reduce as … <\/p>\n

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\n\t\t\t\n\t\t\tSeptember 23, 2019<\/span>\n Optimism rises that the world economy will escape further deceleration<\/a>\n <\/div>\n
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By Zac Tate, Hottinger Investment Management Optimism rises that the world economy will escape further deceleration For the last few months, we have taken the view that the all-important US … <\/p>\n

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\n\t\t\t\n\t\t\tSeptember 17, 2019<\/span>\n Would WeWork in your portfolio?<\/a>\n <\/div>\n
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By Tom Wickers, Hottinger Investment Management WeWork announced yesterday evening that it has shelved its initial public offering (IPO) after the reduced price-tag failed to turn investors\u2019 heads. While the … <\/p>\n

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\n\t\t\t\n\t\t\tSeptember 10, 2019<\/span>\n Dollar strength is a deadweight for the global economy<\/a>\n <\/div>\n
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By Zac Tate, Hottinger Investment Management There is a statistic hidden in a report for the Bank for International Settlements (BIS) that is a little surprising. According to the World … <\/p>\n

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\n\t\t\t\n\t\t\tSeptember 2, 2019<\/span>\n August Investment Review: Bond markets take centre stage once more<\/a>\n <\/div>\n
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By Tim Sharp, Hottinger Investment Management Global tensions and softening economic conditions disrupted the thoughts of many market practitioners as they relaxed on vacation; a combination of previously tightening monetary … <\/p>\n

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\n\t\t\t\n\t\t\tAugust 28, 2019<\/span>\n Is there really appetite to tax the rich? Evidence suggests not<\/a>\n <\/div>\n
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By Zac Tate, Hottinger Investment Management \u201cIn this world, nothing can be said to be certain, except death and taxes\u201d What US founding father Benjamin Franklin didn\u2019t say (but perhaps … <\/p>\n

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\n\t\t\t\n\t\t\tAugust 21, 2019<\/span>\n What will it take to get the German government to spend?<\/a>\n <\/div>\n
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By Zac Tate, Hottinger Investment Management A week after the UK posted negative Q2 economic growth figures, it was Germany\u2019s turn for disappointing news. According to the Federal Statistical Office … <\/p>\n

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\n\t\t\t\n\t\t\tAugust 13, 2019<\/span>\n How vulnerable is the UK economy to a hard Brexit?<\/a>\n <\/div>\n
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By Zac Tate, Hottinger Investment Management During the second quarter of this year, the UK economy contracted for the first time since 2012. The Office for National Statistics (ONS) revealed … <\/p>\n

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\n\t\t\t\n\t\t\tAugust 2, 2019<\/span>\n July Investment Review: Central banks in the spotlight<\/a>\n <\/div>\n
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By Zac Tate, Hottinger Investment Management July was the month in which markets started to get what they wanted from central banks. On 31st July, the US Federal Reserve (Fed) … <\/p>\n

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\n\t\t\t\n\t\t\tJuly 23, 2019<\/span>\n Could equity bulls be right about rate cuts?<\/a>\n <\/div>\n
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By Zac Tate, Hottinger Investment Management A new conventional wisdom has emerged in recent weeks among people who want the equity bull market to run on and on, and it … <\/p>\n

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\n\t\t\t\n\t\t\tJuly 18, 2019<\/span>\n Investors may regret filling their boots with Italian bonds<\/a>\n <\/div>\n
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By Zac Tate, Hottinger Investment Management Last week, the Italian treasury issued \u20ac3bn in 50-year bonds. According to Reuters, the issue drew over \u20ac17bn of bids, 80% of which were … <\/p>\n